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

Baystate 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
2023 Q4	$30.6K	Buy	599 +5	+0.8%	+$218	﹤0.01%	475
2023 Q3	$24.5K	Buy	594 +583	+5,300%	+$23.3K	﹤0.01%	449
2023 Q2	$400	Buy	11 +1	+10%	+$35	﹤0.01%	983
2023 Q1	$383	Hold	10	–	–	﹤0.01%	981
2022 Q4	$0	Hold	10	–	–	﹤0.01%	950
2022 Q3	$0	Hold	10	–	–	﹤0.01%	903
2022 Q2	$0	Hold	10	–	–	﹤0.01%	916
2022 Q1	$1K	Sell	10 -68	-87%	-$3.25K	﹤0.01%	821
2021 Q4	$4K	Buy	78 +1	+1%	+$48	﹤0.01%	672
2021 Q3	$3K	Buy	77 +67	+670%	+$2.97K	﹤0.01%	648
2021 Q2	$0	Hold	10	–	–	﹤0.01%	815
2021 Q1	$0	Buy	+10	New	+$380	﹤0.01%	752

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Baystate Wealth Management's FNF Position: Q4 2023 in Review

Baystate Wealth Management increased its Fidelity National Financial (FNF) stake by 0.84% in Q4 2023, buying an estimated $218 and bringing the position to 599 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Baystate Wealth Management first reported a position in FNF in Q1 2021 and has held it in 12 quarters since. 649 funds tracked by Wall St. Rank hold FNF as of Q4 2023.

Baystate Wealth Management held 599 shares of Fidelity National Financial worth $30.6K as of Q4 2023.
Baystate Wealth Management bought 5 Fidelity National Financial shares in Q4 2023, an estimated $218.
Fidelity National Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #475 holding.
Baystate Wealth Management first reported a position in Fidelity National Financial in Q1 2021 and has held it in 12 quarters since.
649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.