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TCI Wealth Advisors’s Finance of America Companies FOA Stock Holding History

TCI Wealth Advisors’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
Q3 		– Sell
-178
Closed -$3K – 2354
2022
Q2 		$3K Buy
+178
New +$4.11K ﹤0.01% 1798

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's FOA Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Finance of America Companies (FOA) in Q3 2022, closing a stake of 178 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in FOA in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 55 funds tracked by Wall St. Rank hold FOA as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Finance of America Companies position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 178 Finance of America Companies shares in Q3 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Finance of America Companies in Q2 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's Finance of America Companies position peaked at $3K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.