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Steward Partners Investment Advisory’s Finance of America Companies FOA Stock Holding History

Steward Partners Investment Advisory’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
2021
Q3 		– Sell
-59
Closed -$4K – 3228
2021
Q2 		$4K Buy
+59
New +$5.71K ﹤0.01% 6687

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ACM
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Geode Capital Management
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CCM
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Steward Partners Investment Advisory's FOA Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Finance of America Companies (FOA) in Q3 2021, closing a stake of 59 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in FOA in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 55 funds tracked by Wall St. Rank hold FOA as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Finance of America Companies position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 59 Finance of America Companies shares in Q3 2021, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Finance of America Companies in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Finance of America Companies position peaked at $4K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.