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Marshall Wace North America’s Finance of America Companies FOA Stock Holding History

Marshall Wace North America’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
2021
Q3 		$782K Sell
15,802
-13,811
-47% -$820K ﹤0.01% 1004
2021
Q2 		$2.26M Buy
+29,613
New +$2.87M 0.01% 767

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
EC
EMS Capital New York $944M AUM 17.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Arrow Capital Management New York $181M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $140M AUM 53.24% 1-Year Est. Return

Marshall Wace North America's FOA Position: Q3 2021 in Review

Marshall Wace North America reduced its Finance of America Companies (FOA) stake by 47% in Q3 2021, selling an estimated $820K and leaving 15,802 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Marshall Wace North America first reported a position in FOA in Q2 2021 and has held it in 2 quarters since. The position peaked at $2.26M in Q2 2021. 55 funds tracked by Wall St. Rank hold FOA as of Q3 2021.

  • Marshall Wace North America held 15,802 shares of Finance of America Companies worth $782K as of Q3 2021.
  • Marshall Wace North America sold 13,811 Finance of America Companies shares in Q3 2021, an estimated $820K.
  • Finance of America Companies made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #1004 holding.
  • Marshall Wace North America first reported a position in Finance of America Companies in Q2 2021 and has held it in 2 quarters since.
  • Marshall Wace North America's Finance of America Companies position peaked at $2.26M in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.