SS
FOA icon

Steve Schonfeld’s Finance of America Companies FOA Stock Holding History

Steve Schonfeld’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
Q4 		– Sell
-2,180
Closed -$32K – 2730
2022
Q3 		$32K Sell
2,180
-20
-0.9% -$317 ﹤0.01% 2687
2022
Q2 		$34K Sell
2,200
-1,710
-44% -$39.5K ﹤0.01% 2266
2022
Q1 		$119K Buy
3,910
+2,880
+280% +$100K ﹤0.01% 2180
2021
Q4 		$40K Buy
+1,030
New +$48.9K ﹤0.01% 1962

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steve Schonfeld's FOA Position: Q4 2022 in Review

Steve Schonfeld sold out of Finance of America Companies (FOA) in Q4 2022, closing a stake of 2,180 shares — an estimated $32K sold.

Steve Schonfeld first reported a position in FOA in Q4 2021 and held it in 4 quarters. The position peaked at $119K in Q1 2022. 46 funds tracked by Wall St. Rank hold FOA as of Q4 2022.

  • Steve Schonfeld reported no remaining Finance of America Companies position as of Q4 2022 after selling out during the quarter.
  • Steve Schonfeld sold 2,180 Finance of America Companies shares in Q4 2022, an estimated $32K.
  • Steve Schonfeld first reported a position in Finance of America Companies in Q4 2021 and held it in 4 quarters.
  • Steve Schonfeld's Finance of America Companies position peaked at $119K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.