Carolinas Wealth Consulting’s Fidelity National Financial FNF Stock Holding History

Carolinas Wealth Consulting’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	-369	Closed	-$13K	–	895
2022 Q2	$13K	Sell	369 -3	-0.8%	-$117	﹤0.01%	530
2022 Q1	$17K	Sell	372 -86	-19%	-$4.11K	﹤0.01%	511
2021 Q4	$23K	Sell	458 -6	-1%	-$287	0.01%	465
2021 Q3	$20K	Buy	464 +372	+404%	+$16.5K	﹤0.01%	470
2021 Q2	$4K	Sell	92 -26	-22%	-$1.14K	﹤0.01%	727
2021 Q1	$5K	Buy	+118	New	+$4.48K	﹤0.01%	705

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

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's FNF Position: Q3 2022 in Review

Carolinas Wealth Consulting sold out of Fidelity National Financial (FNF) in Q3 2022, closing a stake of 369 shares — an estimated $13K sold.

Carolinas Wealth Consulting first reported a position in FNF in Q1 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 588 funds tracked by Wall St. Rank hold FNF as of Q3 2022.

Carolinas Wealth Consulting reported no remaining Fidelity National Financial position as of Q3 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 369 Fidelity National Financial shares in Q3 2022, an estimated $13K.
Carolinas Wealth Consulting first reported a position in Fidelity National Financial in Q1 2021 and held it in 6 quarters.
Carolinas Wealth Consulting's Fidelity National Financial position peaked at $23K in Q4 2021.
588 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2022, filed 14 Nov 2022.