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Doyle Wealth Management’s First American FAF Stock Holding History

Doyle Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,841
Closed -$153K – 370
2019
Q2 		$153K Buy
+2,841
New +$155K 0.02% 222
2019
Q1 		– Sell
-2,666
Closed -$119K – 356
2018
Q4 		$119K Buy
+2,666
New +$124K 0.02% 226
2018
Q3 		– Sell
-3,894
Closed -$201K – 195
2018
Q2 		$201K Hold
3,894
– – 0.03% 181
2018
Q1 		$228K Hold
3,894
– – 0.04% 152
2017
Q4 		$218K Buy
+3,894
New +$210K 0.04% 158

Other funds holding FAF

BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Doyle Wealth Management's FAF Position: Q3 2019 in Review

Doyle Wealth Management sold out of First American (FAF) in Q3 2019, closing a stake of 2,841 shares — an estimated $153K sold.

Doyle Wealth Management first reported a position in FAF in Q4 2017 and held it in 5 quarters. The position peaked at $228K in Q1 2018. 407 funds tracked by Wall St. Rank hold FAF as of Q3 2019.

  • Doyle Wealth Management reported no remaining First American position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,841 First American shares in Q3 2019, an estimated $153K.
  • Doyle Wealth Management first reported a position in First American in Q4 2017 and held it in 5 quarters.
  • Doyle Wealth Management's First American position peaked at $228K in Q1 2018.
  • 407 funds tracked by Wall St. Rank held First American as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.