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

Connecticut 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
Q4 		– Sell
-3,330
Closed -$207K – 279
2024
Q3 		$207K Buy
+3,330
New +$187K 0.01% 316

Other funds holding FNF

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WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Connecticut Wealth Management's FNF Position: Q4 2024 in Review

Connecticut Wealth Management sold out of Fidelity National Financial (FNF) in Q4 2024, closing a stake of 3,330 shares — an estimated $207K sold.

Connecticut Wealth Management first reported a position in FNF in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 721 funds tracked by Wall St. Rank hold FNF as of Q4 2024.

  • Connecticut Wealth Management reported no remaining Fidelity National Financial position as of Q4 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 3,330 Fidelity National Financial shares in Q4 2024, an estimated $207K.
  • Connecticut Wealth Management first reported a position in Fidelity National Financial in Q3 2024 and held it in 1 quarter.
  • Connecticut Wealth Management's Fidelity National Financial position peaked at $207K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.