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

Empirical 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
2022 Q2	–	Sell	-6,724	Closed	-$316K	–	490
2022 Q1	$316K	Sell	6,724 -7,874	-54%	-$376K	0.02%	399
2021 Q4	$732K	Sell	14,598 -3,739	-20%	-$179K	0.04%	272
2021 Q3	$799K	Buy	+18,337	New	+$813K	0.05%	225
2020 Q2	–	Sell	-10,703	Closed	-$256K	–	340
2020 Q1	$256K	Buy	10,703 +4,093	+62%	+$161K	0.03%	268
2019 Q4	$288K	Buy	+6,610	New	+$293K	0.03%	264

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Empirical Wealth Management's FNF Position: Q2 2022 in Review

Empirical Wealth Management sold out of Fidelity National Financial (FNF) in Q2 2022, closing a stake of 6,724 shares — an estimated $316K sold.

Empirical Wealth Management first reported a position in FNF in Q4 2019 and held it in 5 quarters. The position peaked at $799K in Q3 2021. 623 funds tracked by Wall St. Rank hold FNF as of Q2 2022.

Empirical Wealth Management reported no remaining Fidelity National Financial position as of Q2 2022 after selling out during the quarter.
Empirical Wealth Management sold 6,724 Fidelity National Financial shares in Q2 2022, an estimated $316K.
Empirical Wealth Management first reported a position in Fidelity National Financial in Q4 2019 and held it in 5 quarters.
Empirical Wealth Management's Fidelity National Financial position peaked at $799K in Q3 2021.
623 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.