Rockefeller Capital Management
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Rockefeller Capital Management’s Finance of America Companies FOA Stock Holding History

Rockefeller Capital 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
2023
Q1 		– Sell
-13
Closed – – 2661
2022
Q4 		$0 Buy
+13
New +$191 ﹤0.01% 3966

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Rockefeller Capital Management's FOA Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Finance of America Companies (FOA) in Q1 2023, closing a stake of 13 shares.

Rockefeller Capital Management first reported a position in FOA in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 46 funds tracked by Wall St. Rank hold FOA as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Finance of America Companies position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 13 Finance of America Companies shares in Q1 2023.
  • Rockefeller Capital Management first reported a position in Finance of America Companies in Q4 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's Finance of America Companies position peaked at $0 in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.