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

Altium 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
Q1 		– Sell
-6,306
Closed -$316K – 388
2021
Q4 		$316K Buy
+6,306
New +$302K 0.02% 316

Other funds holding FNF

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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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Altium Wealth Management's FNF Position: Q1 2022 in Review

Altium Wealth Management sold out of Fidelity National Financial (FNF) in Q1 2022, closing a stake of 6,306 shares — an estimated $316K sold.

Altium Wealth Management first reported a position in FNF in Q4 2021 and held it in 1 quarter. The position peaked at $316K in Q4 2021. 649 funds tracked by Wall St. Rank hold FNF as of Q1 2022.

  • Altium Wealth Management reported no remaining Fidelity National Financial position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 6,306 Fidelity National Financial shares in Q1 2022, an estimated $316K.
  • Altium Wealth Management first reported a position in Fidelity National Financial in Q4 2021 and held it in 1 quarter.
  • Altium Wealth Management's Fidelity National Financial position peaked at $316K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.