LPL Financial’s Finance of America Companies FOA Stock Holding History

LPL Financial’s Portfolio FOA Stock Details FOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,200	Closed	-$8.82K	–	5066
2024 Q1	$8.82K	Buy	+1,200	New	+$10.4K	﹤0.01%	4889

Other funds holding FOA

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's FOA Position: Q2 2024 in Review

LPL Financial sold out of Finance of America Companies (FOA) in Q2 2024, closing a stake of 1,200 shares — an estimated $8.82K sold.

LPL Financial first reported a position in FOA in Q1 2024 and held it in 1 quarter. The position peaked at $8.82K in Q1 2024. 51 funds tracked by Wall St. Rank hold FOA as of Q2 2024.

LPL Financial reported no remaining Finance of America Companies position as of Q2 2024 after selling out during the quarter.
LPL Financial sold 1,200 Finance of America Companies shares in Q2 2024, an estimated $8.82K.
LPL Financial first reported a position in Finance of America Companies in Q1 2024 and held it in 1 quarter.
LPL Financial's Finance of America Companies position peaked at $8.82K in Q1 2024.
51 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.