BFS
FNM

Bard Financial Services’s FANNIE MAE FNM Stock Holding History

Bard Financial Services’s Portfolio FNM Stock Details FNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,200
Closed -$16K – 233
2024
Q2 		$16K Hold
11,200
– – ﹤0.01% 218
2024
Q1 		$17.6K Hold
11,200
– – ﹤0.01% 227
2023
Q4 		$12K Hold
11,200
– – ﹤0.01% 227
2023
Q3 		$6.93K Hold
11,200
– – ﹤0.01% 226
2023
Q2 		$4.93K Hold
11,200
– – ﹤0.01% 317
2023
Q1 		$4.59K Hold
11,200
– – ﹤0.01% 322
2022
Q4 		$4K Sell
11,200
-500
-4% -$179 ﹤0.01% 300
2022
Q3 		$6K Sell
11,700
-1,010
-8% -$518 ﹤0.01% 290
2022
Q2 		$6K Buy
12,710
+1,010
+9% +$477 ﹤0.01% 288
2022
Q1 		$9K Hold
11,700
– – ﹤0.01% 295
2021
Q4 		$10K Hold
11,700
– – ﹤0.01% 285
2021
Q3 		$10K Hold
11,700
– – ﹤0.01% 272
2021
Q2 		$18K Hold
11,700
– – ﹤0.01% 273
2021
Q1 		$24K Hold
11,700
– – ﹤0.01% 258
2020
Q4 		$28K Buy
+11,700
New +$28K ﹤0.01% 260

Other funds holding FNM

GC
Garde Capital Seattle, Washington $1.67B AUM 13.9% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

Bard Financial Services's FNM Position: Q3 2024 in Review

Bard Financial Services sold out of FANNIE MAE (FNM) in Q3 2024, closing a stake of 11,200 shares — an estimated $16K sold.

Bard Financial Services first reported a position in FNM in Q4 2020 and held it in 15 quarters. The position peaked at $28K in Q4 2020. 11 funds tracked by Wall St. Rank hold FNM as of Q3 2024.

  • Bard Financial Services reported no remaining FANNIE MAE position as of Q3 2024 after selling out during the quarter.
  • Bard Financial Services sold 11,200 FANNIE MAE shares in Q3 2024, an estimated $16K.
  • Bard Financial Services first reported a position in FANNIE MAE in Q4 2020 and held it in 15 quarters.
  • Bard Financial Services's FANNIE MAE position peaked at $28K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held FANNIE MAE as of Q3 2024.

Based on Bard Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.