AWA
FNF icon

Arete Wealth Advisors’s Fidelity National Financial FNF Stock Holding History

Arete Wealth Advisors’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
2024
Q1 		– Sell
-6,003
Closed -$306K – 492
2023
Q4 		$306K Sell
6,003
-601
-9% -$26.2K 0.02% 546
2023
Q3 		$273K Buy
6,604
+397
+6% +$15.9K 0.05% 362
2023
Q2 		$223K Buy
6,207
+175
+3% +$6.1K 0.02% 574
2023
Q1 		$211K Buy
+6,032
New +$237K 0.02% 569

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arete Wealth Advisors's FNF Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Fidelity National Financial (FNF) in Q1 2024, closing a stake of 6,003 shares — an estimated $306K sold.

Arete Wealth Advisors first reported a position in FNF in Q1 2023 and held it in 4 quarters. The position peaked at $306K in Q4 2023. 669 funds tracked by Wall St. Rank hold FNF as of Q1 2024.

  • Arete Wealth Advisors reported no remaining Fidelity National Financial position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,003 Fidelity National Financial shares in Q1 2024, an estimated $306K.
  • Arete Wealth Advisors first reported a position in Fidelity National Financial in Q1 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Fidelity National Financial position peaked at $306K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.