Financial Gravity Asset Management’s Fidelity National Financial FNF Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-12	Closed	-$533	–	2000
2023 Q4	$533	Buy	12 +6	+100%	+$261	﹤0.01%	1151
2023 Q3	$232	Buy	+6	New	+$240	﹤0.01%	932
2023 Q2	–	Sell	-35	Closed	-$207	–	1704
2023 Q1	$207	Buy	+35	New	+$1.38K	0.01%	607
2022 Q4	–	Sell	-150	Closed	-$215	–	1475
2022 Q3	$215	Buy	+150	New	+$5.6K	0.01%	539
2021 Q4	–	Sell	-7	Closed	-$45K	–	976
2021 Q3	$45K	Hold	7	–	–	0.02%	605
2021 Q2	$43K	Buy	+7	New	+$306	0.02%	616
2019 Q4	–	Sell	-1,167	Closed	-$50K	–	1483
2019 Q3	$50K	Sell	1,167 -257	-18%	-$10.7K	0.04%	293
2019 Q2	$55K	Sell	1,424 -346	-20%	-$13K	0.05%	312
2019 Q1	$65K	Buy	+1,770	New	+$59.3K	0.05%	256
2018 Q3	$52K	Buy	1,678 +129	+8%	+$4.92K	0.05%	309
2018 Q2	$60K	Buy	1,549 +30	+2%	+$1.09K	0.06%	281
2018 Q1	$54K	Buy	+1,519	New	+$57.8K	0.06%	289

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Gravity Asset Management's FNF Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Fidelity National Financial (FNF) in Q1 2024, closing a stake of 12 shares — an estimated $533 sold.

Financial Gravity Asset Management first reported a position in FNF in Q1 2018 and held it in 12 quarters. The position peaked at $65K in Q1 2019. 668 funds tracked by Wall St. Rank hold FNF as of Q1 2024.

Financial Gravity Asset Management reported no remaining Fidelity National Financial position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 12 Fidelity National Financial shares in Q1 2024, an estimated $533.
Financial Gravity Asset Management first reported a position in Fidelity National Financial in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Fidelity National Financial position peaked at $65K in Q1 2019.
668 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.