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Stratos Wealth Partners’s Finance of America Companies FOA Stock Holding History

Stratos Wealth Partners’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
Q3 		– Sell
-1,550
Closed -$7.64K – 1474
2024
Q2 		$7.64K Buy
1,550
+300
+24% +$1.83K ﹤0.01% 1366
2024
Q1 		$9.19K Buy
+1,250
New +$10.9K ﹤0.01% 1378

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
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stratos Wealth Partners's FOA Position: Q3 2024 in Review

Stratos Wealth Partners sold out of Finance of America Companies (FOA) in Q3 2024, closing a stake of 1,550 shares — an estimated $7.64K sold.

Stratos Wealth Partners first reported a position in FOA in Q1 2024 and held it in 2 quarters. The position peaked at $9.19K in Q1 2024. 23 funds tracked by Wall St. Rank hold FOA as of Q3 2024.

  • Stratos Wealth Partners reported no remaining Finance of America Companies position as of Q3 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,550 Finance of America Companies shares in Q3 2024, an estimated $7.64K.
  • Stratos Wealth Partners first reported a position in Finance of America Companies in Q1 2024 and held it in 2 quarters.
  • Stratos Wealth Partners's Finance of America Companies position peaked at $9.19K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2024.

Based on Stratos Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.