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Bogart Wealth LLC’s First American FAF Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$5K Buy
83
+16
+24% +$1.02K ﹤0.01% 1064
2025
Q4 		$4.12K Buy
67
+8
+14% +$502 ﹤0.01% 1049
2025
Q3 		$3.79K Hold
59
– – ﹤0.01% 1031
2025
Q2 		$3.62K Hold
59
– – ﹤0.01% 1010
2025
Q1 		$3.87K Sell
59
-45
-43% -$2.85K ﹤0.01% 953
2024
Q4 		$6.49K Hold
104
– – ﹤0.01% 828
2024
Q3 		$6.87K Buy
104
+45
+76% +$2.75K ﹤0.01% 767
2024
Q2 		$3.18K Hold
59
– – ﹤0.01% 871
2024
Q1 		$3.6K Hold
59
– – ﹤0.01% 826
2023
Q4 		$3.8K Hold
59
– – ﹤0.01% 804
2023
Q3 		$3.33K Hold
59
– – ﹤0.01% 803
2023
Q2 		$3.36K Hold
59
– – ﹤0.01% 801
2023
Q1 		$3.28K Buy
+59
New +$3.39K ﹤0.01% 813

Other funds holding FAF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return