Accel Wealth Management’s Fidelity National Financial FNF Stock Holding History

Accel Wealth Management’s Portfolio FNF Stock Details FNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,158	Closed	-$180K	–	411
2023 Q1	$180K	Sell	5,158 -186	-3%	-$7.32K	0.07%	231
2022 Q4	$201K	Sell	5,344 -511	-9%	-$19.2K	0.1%	156
2022 Q3	$222K	Sell	5,855 -2,061	-26%	-$77K	0.12%	150
2022 Q2	$279K	Buy	7,916 +5,568	+237%	+$218K	0.16%	119
2022 Q1	$106K	Buy	2,348 +17	+0.7%	+$813	0.05%	249
2021 Q4	$117K	Buy	2,331 +2,019	+647%	+$96.6K	0.06%	238
2021 Q3	$14K	Hold	312	–	–	0.01%	571
2021 Q2	$13K	Buy	+312	New	+$13.6K	0.01%	640

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accel Wealth Management's FNF Position: Q2 2023 in Review

Accel Wealth Management sold out of Fidelity National Financial (FNF) in Q2 2023, closing a stake of 5,158 shares — an estimated $180K sold.

Accel Wealth Management first reported a position in FNF in Q2 2021 and held it in 8 quarters. The position peaked at $279K in Q2 2022. 571 funds tracked by Wall St. Rank hold FNF as of Q2 2023.

Accel Wealth Management reported no remaining Fidelity National Financial position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 5,158 Fidelity National Financial shares in Q2 2023, an estimated $180K.
Accel Wealth Management first reported a position in Fidelity National Financial in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's Fidelity National Financial position peaked at $279K in Q2 2022.
571 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.