B.O.S.S. Retirement Advisors’s Fidelity National Financial FNF Stock Holding History

B.O.S.S. Retirement 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 Q4	–	Sell	-20,842	Closed	-$1.29M	–	230
2024 Q3	$1.29M	Buy	20,842 +574	+3%	+$32.2K	0.26%	99
2024 Q2	$1M	Sell	20,268 -9,042	-31%	-$455K	0.26%	105
2024 Q1	$1.5M	Sell	29,310 -3,350	-10%	-$169K	0.57%	67
2023 Q4	$1.67M	Sell	32,660 -4,587	-12%	-$200K	0.32%	101
2023 Q3	$1.54M	Sell	37,247 -4,581	-11%	-$183K	0.33%	112
2023 Q2	$1.51M	Sell	41,828 -4,370	-9%	-$152K	0.32%	130
2023 Q1	$1.61M	Sell	46,198 -2,911	-6%	-$115K	0.38%	111
2022 Q4	$1.85M	Buy	+49,109	New	+$1.84M	0.47%	84

Other funds holding FNF

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

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BWA

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

B.O.S.S. Retirement Advisors's FNF Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Fidelity National Financial (FNF) in Q4 2024, closing a stake of 20,842 shares — an estimated $1.29M sold.

B.O.S.S. Retirement Advisors first reported a position in FNF in Q4 2022 and held it in 8 quarters. The position peaked at $1.85M in Q4 2022. 721 funds tracked by Wall St. Rank hold FNF as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Fidelity National Financial position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 20,842 Fidelity National Financial shares in Q4 2024, an estimated $1.29M.
B.O.S.S. Retirement Advisors first reported a position in Fidelity National Financial in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Fidelity National Financial position peaked at $1.85M in Q4 2022.
721 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.