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Occudo Quantitative Strategies’s Finance of America Companies FOA Stock Holding History

Occudo Quantitative Strategies’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
2022
Q4 		– Sell
-2,903
Closed -$43K – 1110
2022
Q3 		$43K Sell
2,903
-29
-1% -$459 ﹤0.01% 1103
2022
Q2 		$46K Sell
2,932
-956
-25% -$22.1K ﹤0.01% 1076
2022
Q1 		$118K Sell
3,888
-4,901
-56% -$171K 0.01% 1006
2021
Q4 		$349K Buy
8,789
+1,688
+24% +$80.1K 0.03% 714
2021
Q3 		$352K Buy
+7,101
New +$422K 0.04% 675

Other funds holding FOA

Blackstone Inc
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
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
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Occudo Quantitative Strategies's FOA Position: Q4 2022 in Review

Occudo Quantitative Strategies sold out of Finance of America Companies (FOA) in Q4 2022, closing a stake of 2,903 shares — an estimated $43K sold.

Occudo Quantitative Strategies first reported a position in FOA in Q3 2021 and held it in 5 quarters. The position peaked at $352K in Q3 2021. 46 funds tracked by Wall St. Rank hold FOA as of Q4 2022.

  • Occudo Quantitative Strategies reported no remaining Finance of America Companies position as of Q4 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,903 Finance of America Companies shares in Q4 2022, an estimated $43K.
  • Occudo Quantitative Strategies first reported a position in Finance of America Companies in Q3 2021 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Finance of America Companies position peaked at $352K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2022, filed 14 Feb 2023.