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

Buckley 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
2024 Q1	–	Sell	-11,836	Closed	-$604K	–	107
2023 Q4	$604K	Sell	11,836 -97	-0.8%	-$4.22K	0.21%	76
2023 Q3	$493K	Sell	11,933 -3,415	-22%	-$137K	0.18%	78
2023 Q2	$553K	Buy	15,348 +3,997	+35%	+$139K	0.19%	82
2023 Q1	$396K	Buy	+11,351	New	+$447K	0.15%	87
2022 Q4	–	Sell	-12,739	Closed	-$443K	–	107
2022 Q3	$443K	Sell	12,739 -3,221	-20%	-$120K	0.16%	86
2022 Q2	$567K	Sell	15,960 -343	-2%	-$13.4K	0.18%	87
2022 Q1	$766K	Buy	16,303 +7,579	+87%	+$362K	0.21%	83
2021 Q4	$438K	Buy	+8,724	New	+$417K	0.13%	104

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

Buckley Wealth Management's FNF Position: Q1 2024 in Review

Buckley Wealth Management sold out of Fidelity National Financial (FNF) in Q1 2024, closing a stake of 11,836 shares — an estimated $604K sold.

Buckley Wealth Management first reported a position in FNF in Q4 2021 and held it in 8 quarters. The position peaked at $766K in Q1 2022. 668 funds tracked by Wall St. Rank hold FNF as of Q1 2024.

Buckley Wealth Management reported no remaining Fidelity National Financial position as of Q1 2024 after selling out during the quarter.
Buckley Wealth Management sold 11,836 Fidelity National Financial shares in Q1 2024, an estimated $604K.
Buckley Wealth Management first reported a position in Fidelity National Financial in Q4 2021 and held it in 8 quarters.
Buckley Wealth Management's Fidelity National Financial position peaked at $766K in Q1 2022.
668 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2024.

Based on Buckley Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.