Marshall Wace’s Finance of America Companies FOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,080
| Closed | -$448K | – | 2697 |
|
|
2025
Q1 | $448K | Buy |
21,080
+11,236
| +114% | +$239K | ﹤0.01% | 2009 |
|
|
2024
Q4 | $277K | Buy |
+9,844
| New | +$277K | ﹤0.01% | 2104 |
|
|
2022
Q2 | – | Sell |
-15,582
| Closed | -$474K | – | 2850 |
|
|
2022
Q1 | $474K | Sell |
15,582
-19,550
| -56% | -$595K | ﹤0.01% | 2121 |
|
|
2021
Q4 | $1.4M | Buy |
35,132
+20,243
| +136% | +$804K | ﹤0.01% | 1772 |
|
|
2021
Q3 | $737K | Sell |
14,889
-16,129
| -52% | -$798K | ﹤0.01% | 1698 |
|
|
2021
Q2 | $2.37M | Buy |
+31,018
| New | +$2.37M | 0.01% | 1063 |
|