RAFFA WEALTH MANAGEMENT, LLC’s Finance of America Companies FOA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	–	Sell	-105	Closed	-$771	–	1154
2024 Q1	$771	Hold	105	–	–	﹤0.01%	957
2023 Q4	$1.15K	Hold	105	–	–	﹤0.01%	777
2023 Q3	$1.34K	Hold	105	–	–	﹤0.01%	701
2023 Q2	$2K	Buy	+105	New	+$1.76K	﹤0.01%	606

Other funds holding FOA

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FOA Position: Q2 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Finance of America Companies (FOA) in Q2 2024, closing a stake of 105 shares — an estimated $771 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FOA in Q2 2023 and held it in 4 quarters. The position peaked at $2K in Q2 2023. 51 funds tracked by Wall St. Rank hold FOA as of Q2 2024.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Finance of America Companies position as of Q2 2024 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 105 Finance of America Companies shares in Q2 2024, an estimated $771.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Finance of America Companies in Q2 2023 and held it in 4 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Finance of America Companies position peaked at $2K in Q2 2023.
51 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2024, filed 27 Jul 2026.