EI
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Ellevest Inc’s Fidelity National Financial FNF Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-73
Closed -$2.55K – 813
2023
Q1 		$2.55K Sell
73
-181
-71% -$7.12K ﹤0.01% 1397
2022
Q4 		$9.55K Sell
254
-284
-53% -$10.7K ﹤0.01% 1040
2022
Q3 		$19K Buy
+538
New +$20.1K ﹤0.01% 826

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CB
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State Street
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Charles Schwab
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First Eagle Investment Management
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellevest Inc's FNF Position: Q2 2023 in Review

Ellevest Inc sold out of Fidelity National Financial (FNF) in Q2 2023, closing a stake of 73 shares — an estimated $2.55K sold.

Ellevest Inc first reported a position in FNF in Q3 2022 and held it in 3 quarters. The position peaked at $19K in Q3 2022. 571 funds tracked by Wall St. Rank hold FNF as of Q2 2023.

  • Ellevest Inc reported no remaining Fidelity National Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 73 Fidelity National Financial shares in Q2 2023, an estimated $2.55K.
  • Ellevest Inc first reported a position in Fidelity National Financial in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Fidelity National Financial position peaked at $19K in Q3 2022.
  • 571 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.