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Strategic Investment Solutions’s Finance of America Companies FOA Stock Holding History

Strategic Investment Solutions’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
Q4 		– Sell
-10
Closed -$116 – 665
2024
Q3 		$116 Buy
+10
New +$80 ﹤0.01% 618
2023
Q4 		$110 Sell
10
-620
-98% -$6.37K ﹤0.01% 1090
2023
Q3 		$10.4K Buy
630
+620
+6,200% +$10.3K ﹤0.01% 661
2023
Q2 		$149 Hold
10
– – ﹤0.01% 837
2023
Q1 		$124 Buy
+10
New +$153 ﹤0.01% 986

Other funds holding FOA

Blackstone Inc
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Strategic Investment Solutions's FOA Position: Q4 2024 in Review

Strategic Investment Solutions sold out of Finance of America Companies (FOA) in Q4 2024, closing a stake of 10 shares — an estimated $116 sold.

Strategic Investment Solutions first reported a position in FOA in Q1 2023 and held it in 5 quarters. The position peaked at $10.4K in Q3 2023. 36 funds tracked by Wall St. Rank hold FOA as of Q4 2024.

  • Strategic Investment Solutions reported no remaining Finance of America Companies position as of Q4 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 10 Finance of America Companies shares in Q4 2024, an estimated $116.
  • Strategic Investment Solutions first reported a position in Finance of America Companies in Q1 2023 and held it in 5 quarters.
  • Strategic Investment Solutions's Finance of America Companies position peaked at $10.4K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.