Certified Advisory Corp’s Fidelity National Financial FNF Stock Holding History

Certified Advisory Corp’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
2023 Q4	–	Sell	-20	Closed	-$826	–	287
2023 Q3	$826	Hold	20	–	–	﹤0.01%	283
2023 Q2	$720	Hold	20	–	–	﹤0.01%	257
2023 Q1	$699	Buy	+20	New	+$787	﹤0.01%	273
2022 Q3	–	Sell	-21	Closed	-$1K	–	234
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	231
2022 Q1	$1K	Buy	+21	New	+$1K	﹤0.01%	247
2021 Q4	–	Sell	-21	Closed	-$1K	–	234
2021 Q3	$1K	Buy	+21	New	+$932	﹤0.01%	242
2021 Q2	–	Sell	-21	Closed	-$1K	–	390
2021 Q1	$1K	Buy	+21	New	+$797	﹤0.01%	755

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Certified Advisory Corp's FNF Position: Q4 2023 in Review

Certified Advisory Corp sold out of Fidelity National Financial (FNF) in Q4 2023, closing a stake of 20 shares — an estimated $826 sold.

Certified Advisory Corp first reported a position in FNF in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 649 funds tracked by Wall St. Rank hold FNF as of Q4 2023.

Certified Advisory Corp reported no remaining Fidelity National Financial position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 20 Fidelity National Financial shares in Q4 2023, an estimated $826.
Certified Advisory Corp first reported a position in Fidelity National Financial in Q1 2021 and held it in 7 quarters.
Certified Advisory Corp's Fidelity National Financial position peaked at $1K in Q2 2022.
649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.