Raymond James Financial Services Advisors’s Finance of America Companies FOA Stock Holding History

Raymond James Financial Services Advisors’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
2023 Q1	–	Sell	-11,047	Closed	-$140K	–	3314
2022 Q4	$140K	Sell	11,047 -2,480	-18%	-$36.3K	﹤0.01%	2951
2022 Q3	$200K	Sell	13,527 -3,009	-18%	-$47.6K	﹤0.01%	2855
2022 Q2	$260K	Buy	16,536 +284	+2%	+$6.56K	﹤0.01%	2693
2022 Q1	$494K	Buy	+16,252	New	+$566K	﹤0.01%	2379
2021 Q4	–	Sell	-1,254	Closed	-$62K	–	3362
2021 Q3	$62K	Buy	1,254 +194	+18%	+$11.5K	﹤0.01%	3170
2021 Q2	$81K	Buy	+1,060	New	+$103K	﹤0.01%	3165

Other funds holding FOA

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Raymond James Financial Services Advisors's FOA Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Finance of America Companies (FOA) in Q1 2023, closing a stake of 11,047 shares — an estimated $140K sold.

Raymond James Financial Services Advisors first reported a position in FOA in Q2 2021 and held it in 6 quarters. The position peaked at $494K in Q1 2022. 46 funds tracked by Wall St. Rank hold FOA as of Q1 2023.

Raymond James Financial Services Advisors reported no remaining Finance of America Companies position as of Q1 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 11,047 Finance of America Companies shares in Q1 2023, an estimated $140K.
Raymond James Financial Services Advisors first reported a position in Finance of America Companies in Q2 2021 and held it in 6 quarters.
Raymond James Financial Services Advisors's Finance of America Companies position peaked at $494K in Q1 2022.
46 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.