Acima Private Wealth’s F&G Annuities & Life FG Stock Holding History

Acima Private Wealth’s Portfolio FG Stock Details FG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13	Closed	-$365	–	245
2023 Q3	$365	Hold	13	–	–	﹤0.01%	249
2023 Q2	$322	Hold	13	–	–	﹤0.01%	261
2023 Q1	$236	Hold	13	–	–	﹤0.01%	281
2022 Q4	$260	Buy	+13	New	+$265	﹤0.01%	222

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

BWA

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

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

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

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

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acima Private Wealth's FG Position: Q4 2023 in Review

Acima Private Wealth sold out of F&G Annuities & Life (FG) in Q4 2023, closing a stake of 13 shares — an estimated $365 sold.

Acima Private Wealth first reported a position in FG in Q4 2022 and held it in 4 quarters. The position peaked at $365 in Q3 2023. 204 funds tracked by Wall St. Rank hold FG as of Q4 2023.

Acima Private Wealth reported no remaining F&G Annuities & Life position as of Q4 2023 after selling out during the quarter.
Acima Private Wealth sold 13 F&G Annuities & Life shares in Q4 2023, an estimated $365.
Acima Private Wealth first reported a position in F&G Annuities & Life in Q4 2022 and held it in 4 quarters.
Acima Private Wealth's F&G Annuities & Life position peaked at $365 in Q3 2023.
204 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.