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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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. 661 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.
  • 661 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.