Financial Synergies Wealth Advisors’s Fidelity National Financial FNF Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-262	Closed	-$13.9K	–	209
2024 Q1	$13.9K	Buy	+262	New	+$13.2K	﹤0.01%	229
2023 Q4	–	Sell	-257	Closed	-$10.6K	–	499
2023 Q3	$10.6K	Buy	257 +3	+1%	+$120	﹤0.01%	227
2023 Q2	$9.14K	Buy	254 +3	+1%	+$105	﹤0.01%	234
2023 Q1	$8.76K	Buy	+251	New	+$9.88K	﹤0.01%	237

Other funds holding FNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Synergies Wealth Advisors's FNF Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Fidelity National Financial (FNF) in Q2 2024, closing a stake of 262 shares — an estimated $13.9K sold.

Financial Synergies Wealth Advisors first reported a position in FNF in Q1 2023 and held it in 4 quarters. The position peaked at $13.9K in Q1 2024. 664 funds tracked by Wall St. Rank hold FNF as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Fidelity National Financial position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 262 Fidelity National Financial shares in Q2 2024, an estimated $13.9K.
Financial Synergies Wealth Advisors first reported a position in Fidelity National Financial in Q1 2023 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Fidelity National Financial position peaked at $13.9K in Q1 2024.
664 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.