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Mission Wealth Management’s First American FAF Stock Holding History

Mission Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,737
Closed -$247K – 682
2024
Q3 		$247K Hold
3,737
– – 0.01% 580
2024
Q2 		$202K Hold
3,737
– – 0.01% 618
2024
Q1 		$228K Buy
+3,737
New +$221K 0.01% 615

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mission Wealth Management's FAF Position: Q4 2024 in Review

Mission Wealth Management sold out of First American (FAF) in Q4 2024, closing a stake of 3,737 shares — an estimated $247K sold.

Mission Wealth Management first reported a position in FAF in Q1 2024 and held it in 3 quarters. The position peaked at $247K in Q3 2024. 405 funds tracked by Wall St. Rank hold FAF as of Q4 2024.

  • Mission Wealth Management reported no remaining First American position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 3,737 First American shares in Q4 2024, an estimated $247K.
  • Mission Wealth Management first reported a position in First American in Q1 2024 and held it in 3 quarters.
  • Mission Wealth Management's First American position peaked at $247K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First American as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.