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Avantax Planning Partners’s Fidelity National Financial FNF Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-5,946
Closed -$224K – 381
2022
Q4 		$224K Sell
5,946
-443
-7% -$16.6K 0.01% 338
2022
Q3 		$222K Sell
6,389
-763
-11% -$28.5K 0.01% 314
2022
Q2 		$254K Buy
7,152
+2,469
+53% +$96.5K 0.01% 293
2022
Q1 		$220K Buy
+4,683
New +$224K 0.01% 329

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Avantax Planning Partners's FNF Position: Q1 2023 in Review

Avantax Planning Partners sold out of Fidelity National Financial (FNF) in Q1 2023, closing a stake of 5,946 shares — an estimated $224K sold.

Avantax Planning Partners first reported a position in FNF in Q1 2022 and held it in 4 quarters. The position peaked at $254K in Q2 2022. 583 funds tracked by Wall St. Rank hold FNF as of Q1 2023.

  • Avantax Planning Partners reported no remaining Fidelity National Financial position as of Q1 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 5,946 Fidelity National Financial shares in Q1 2023, an estimated $224K.
  • Avantax Planning Partners first reported a position in Fidelity National Financial in Q1 2022 and held it in 4 quarters.
  • Avantax Planning Partners's Fidelity National Financial position peaked at $254K in Q2 2022.
  • 583 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2023.

Based on Avantax Planning Partners's 13F filing for Q1 2023, filed 21 Apr 2023.