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BKM Wealth Management’s First American FAF Stock Holding History

BKM Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-352
Closed -$22.7K – 312
2023
Q4 		$22.7K Buy
+352
New +$20.1K 0.01% 359

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BKM Wealth Management's FAF Position: Q1 2024 in Review

BKM Wealth Management sold out of First American (FAF) in Q1 2024, closing a stake of 352 shares — an estimated $22.7K sold.

BKM Wealth Management first reported a position in FAF in Q4 2023 and held it in 1 quarter. The position peaked at $22.7K in Q4 2023. 407 funds tracked by Wall St. Rank hold FAF as of Q1 2024.

  • BKM Wealth Management reported no remaining First American position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 352 First American shares in Q1 2024, an estimated $22.7K.
  • BKM Wealth Management first reported a position in First American in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's First American position peaked at $22.7K in Q4 2023.
  • 407 funds tracked by Wall St. Rank held First American as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.