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Raffa Wealth Management’s Finance of America Companies FOA Stock Holding History

Raffa Wealth Management’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
Q2 		– Sell
-105
Closed -$771 – 1154
2024
Q1 		$771 Hold
105
– – ﹤0.01% 957
2023
Q4 		$1.15K Hold
105
– – ﹤0.01% 777
2023
Q3 		$1.34K Hold
105
– – ﹤0.01% 701
2023
Q2 		$2K Buy
+105
New +$1.76K ﹤0.01% 606

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raffa Wealth Management's FOA Position: Q2 2024 in Review

Raffa Wealth Management sold out of Finance of America Companies (FOA) in Q2 2024, closing a stake of 105 shares — an estimated $771 sold.

Raffa Wealth Management first reported a position in FOA in Q2 2023 and held it in 4 quarters. The position peaked at $2K in Q2 2023. 51 funds tracked by Wall St. Rank hold FOA as of Q2 2024.

  • Raffa Wealth Management reported no remaining Finance of America Companies position as of Q2 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 105 Finance of America Companies shares in Q2 2024, an estimated $771.
  • Raffa Wealth Management first reported a position in Finance of America Companies in Q2 2023 and held it in 4 quarters.
  • Raffa Wealth Management's Finance of America Companies position peaked at $2K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2024.

Based on Raffa Wealth Management's 13F filing for Q2 2024, filed 27 Jul 2026.