FGAM
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Financial Gravity Asset Management’s F&G Annuities & Life FG Stock Holding History

Financial Gravity Asset Management’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– – – 1385
2023
Q3 		– Hold
0
– – – 1150
2023
Q2 		– Sell
-18
Closed -$7 – 1698
2023
Q1 		$7 Buy
+18
New +$360 ﹤0.01% 888

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's FG Position: Q4 2023 in Review

Financial Gravity Asset Management held its F&G Annuities & Life (FG) position steady in Q4 2023 at 0 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Financial Gravity Asset Management first reported a position in FG in Q1 2023 and has held it in 1 quarter since. The position peaked at $7 in Q1 2023. 204 funds tracked by Wall St. Rank hold FG as of Q4 2023.

  • Financial Gravity Asset Management held 0 shares of F&G Annuities & Life worth $31 as of Q4 2023.
  • Financial Gravity Asset Management left its F&G Annuities & Life share count unchanged in Q4 2023.
  • F&G Annuities & Life made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2023, its #1385 holding.
  • Financial Gravity Asset Management first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 1 quarter since.
  • Financial Gravity Asset Management's F&G Annuities & Life position peaked at $7 in Q1 2023.
  • 204 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2023.

Based on Financial Gravity Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.