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Parametric Portfolio Associates’s Finance of America Companies FOA Stock Holding History

Parametric Portfolio Associates’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
Q1 		$261K Sell
8,572
-767
-8% -$26.7K ﹤0.01% 3334
2021
Q4 		$371K Buy
9,339
+5,734
+159% +$272K ﹤0.01% 3194
2021
Q3 		$178K Buy
+3,605
New +$214K ﹤0.01% 3458

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Parametric Portfolio Associates's FOA Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Finance of America Companies (FOA) stake by 8.2% in Q1 2022, selling an estimated $26.7K and leaving 8,572 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #3334.

Parametric Portfolio Associates first reported a position in FOA in Q3 2021 and has held it in 3 quarters since. The position peaked at $371K in Q4 2021. 66 funds tracked by Wall St. Rank hold FOA as of Q1 2022.

  • Parametric Portfolio Associates held 8,572 shares of Finance of America Companies worth $261K as of Q1 2022.
  • Parametric Portfolio Associates sold 767 Finance of America Companies shares in Q1 2022, an estimated $26.7K.
  • Finance of America Companies made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3334 holding.
  • Parametric Portfolio Associates first reported a position in Finance of America Companies in Q3 2021 and has held it in 3 quarters since.
  • Parametric Portfolio Associates's Finance of America Companies position peaked at $371K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.