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Weaver Consulting Group’s Finance of America Companies FOA Stock Holding History

Weaver Consulting Group’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
2023
Q4 		– Sell
-4,603
Closed -$58.9K – 197
2023
Q3 		$58.9K Hold
4,603
– – 0.03% 183
2023
Q2 		$87.9K Hold
4,603
– – 0.04% 181
2023
Q1 		$57.1K Buy
+4,603
New +$70.3K 0.03% 177

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Weaver Consulting Group's FOA Position: Q4 2023 in Review

Weaver Consulting Group sold out of Finance of America Companies (FOA) in Q4 2023, closing a stake of 4,603 shares — an estimated $58.9K sold.

Weaver Consulting Group first reported a position in FOA in Q1 2023 and held it in 3 quarters. The position peaked at $87.9K in Q2 2023. 46 funds tracked by Wall St. Rank hold FOA as of Q4 2023.

  • Weaver Consulting Group reported no remaining Finance of America Companies position as of Q4 2023 after selling out during the quarter.
  • Weaver Consulting Group sold 4,603 Finance of America Companies shares in Q4 2023, an estimated $58.9K.
  • Weaver Consulting Group first reported a position in Finance of America Companies in Q1 2023 and held it in 3 quarters.
  • Weaver Consulting Group's Finance of America Companies position peaked at $87.9K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2023.

Based on Weaver Consulting Group's 13F filing for Q4 2023, filed 22 Jan 2024.