SG Americas Securities’s Finance of America Companies FOA Stock Holding History

SG Americas Securities’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	-1,831	Closed	-$13K	–	3003
2024 Q1	$13K	Sell	1,831 -1,092	-37%	-$9.49K	﹤0.01%	2884
2023 Q4	$32K	Buy	2,923 +318	+12%	+$3.27K	﹤0.01%	2981
2023 Q3	$33K	Buy	+2,605	New	+$43.2K	﹤0.01%	3003
2023 Q2	–	Sell	-1,416	Closed	-$18K	–	2582
2023 Q1	$18K	Sell	1,416 -232	-14%	-$3.54K	﹤0.01%	3162
2022 Q4	$21K	Sell	1,648 -136	-8%	-$1.99K	﹤0.01%	2928
2022 Q3	$26K	Buy	1,784 +71	+4%	+$1.12K	﹤0.01%	3079
2022 Q2	$27K	Buy	+1,713	New	+$39.6K	﹤0.01%	3323
2021 Q4	–	Sell	-2,445	Closed	-$121K	–	3534
2021 Q3	$121K	Buy	+2,445	New	+$145K	﹤0.01%	3575

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

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

SG Americas Securities's FOA Position: Q2 2024 in Review

SG Americas Securities sold out of Finance of America Companies (FOA) in Q2 2024, closing a stake of 1,831 shares — an estimated $13K sold.

SG Americas Securities first reported a position in FOA in Q3 2021 and held it in 8 quarters. The position peaked at $121K in Q3 2021. 51 funds tracked by Wall St. Rank hold FOA as of Q2 2024.

SG Americas Securities reported no remaining Finance of America Companies position as of Q2 2024 after selling out during the quarter.
SG Americas Securities sold 1,831 Finance of America Companies shares in Q2 2024, an estimated $13K.
SG Americas Securities first reported a position in Finance of America Companies in Q3 2021 and held it in 8 quarters.
SG Americas Securities's Finance of America Companies position peaked at $121K in Q3 2021.
51 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2024.

Based on SG Americas Securities's 13F filing for Q2 2024, filed 12 Jul 2024.