AWM
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Alterna Wealth Management’s Fidelity National Financial FNF Stock Holding History

Alterna 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
2022
Q2 		– Sell
-5,411
Closed -$254K – 106
2022
Q1 		$254K Buy
+5,411
New +$259K 0.21% 85

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BWA
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Alterna Wealth Management's FNF Position: Q2 2022 in Review

Alterna Wealth Management sold out of Fidelity National Financial (FNF) in Q2 2022, closing a stake of 5,411 shares — an estimated $254K sold.

Alterna Wealth Management first reported a position in FNF in Q1 2022 and held it in 1 quarter. The position peaked at $254K in Q1 2022. 623 funds tracked by Wall St. Rank hold FNF as of Q2 2022.

  • Alterna Wealth Management reported no remaining Fidelity National Financial position as of Q2 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 5,411 Fidelity National Financial shares in Q2 2022, an estimated $254K.
  • Alterna Wealth Management first reported a position in Fidelity National Financial in Q1 2022 and held it in 1 quarter.
  • Alterna Wealth Management's Fidelity National Financial position peaked at $254K in Q1 2022.
  • 623 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.