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Paloma Partners’s Finance of America Companies FOA Stock Holding History

Paloma Partners’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
Q3 		– Sell
-4,089
Closed -$20.2K – 1353
2024
Q2 		$20.2K Buy
+4,089
New +$24.9K ﹤0.01% 1183
2022
Q1 		– Sell
-3,057
Closed -$121K – 1921
2021
Q4 		$121K Buy
+3,057
New +$145K ﹤0.01% 1728

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
Vanguard Group
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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Paloma Partners's FOA Position: Q3 2024 in Review

Paloma Partners sold out of Finance of America Companies (FOA) in Q3 2024, closing a stake of 4,089 shares — an estimated $20.2K sold.

Paloma Partners first reported a position in FOA in Q4 2021 and held it in 2 quarters. The position peaked at $121K in Q4 2021. 23 funds tracked by Wall St. Rank hold FOA as of Q3 2024.

  • Paloma Partners reported no remaining Finance of America Companies position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 4,089 Finance of America Companies shares in Q3 2024, an estimated $20.2K.
  • Paloma Partners first reported a position in Finance of America Companies in Q4 2021 and held it in 2 quarters.
  • Paloma Partners's Finance of America Companies position peaked at $121K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.