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Brendel Financial Advisors’s Fidelity National Financial FNF Stock Holding History

Brendel Financial 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
2022
Q3 		– Sell
-6,128
Closed -$218K – 67
2022
Q2 		$218K Sell
6,128
-1,029
-14% -$40.2K 0.19% 86
2022
Q1 		$336K Buy
+7,157
New +$342K 0.18% 85

Other funds holding FNF

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brendel Financial Advisors's FNF Position: Q3 2022 in Review

Brendel Financial Advisors sold out of Fidelity National Financial (FNF) in Q3 2022, closing a stake of 6,128 shares — an estimated $218K sold.

Brendel Financial Advisors first reported a position in FNF in Q1 2022 and held it in 2 quarters. The position peaked at $336K in Q1 2022. 588 funds tracked by Wall St. Rank hold FNF as of Q3 2022.

  • Brendel Financial Advisors reported no remaining Fidelity National Financial position as of Q3 2022 after selling out during the quarter.
  • Brendel Financial Advisors sold 6,128 Fidelity National Financial shares in Q3 2022, an estimated $218K.
  • Brendel Financial Advisors first reported a position in Fidelity National Financial in Q1 2022 and held it in 2 quarters.
  • Brendel Financial Advisors's Fidelity National Financial position peaked at $336K in Q1 2022.
  • 588 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2022.

Based on Brendel Financial Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.