FWM
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Focused Wealth Management’s Fidelity National Financial FNF Stock Holding History

Focused 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
2024
Q1 		– Sell
-217
Closed -$11.1K – 466
2023
Q4 		$11.1K Buy
217
+3
+1% +$131 ﹤0.01% 531
2023
Q3 		$8.86K Hold
214
– – ﹤0.01% 548
2023
Q2 		$7.72K Buy
214
+2
+0.9% +$70 ﹤0.01% 595
2023
Q1 		$7.4K Buy
212
+3
+1% +$118 ﹤0.01% 592
2022
Q4 		$7.87K Sell
209
-6
-3% -$225 ﹤0.01% 566
2022
Q3 		$7K Buy
215
+3
+1% +$112 ﹤0.01% 554
2022
Q2 		$8K Buy
212
+2
+1% +$78 ﹤0.01% 530
2022
Q1 		$10K Sell
210
-3,118
-94% -$149K ﹤0.01% 546
2021
Q4 		$167K Buy
+3,328
New +$159K 0.03% 198

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Focused Wealth Management's FNF Position: Q1 2024 in Review

Focused Wealth Management sold out of Fidelity National Financial (FNF) in Q1 2024, closing a stake of 217 shares — an estimated $11.1K sold.

Focused Wealth Management first reported a position in FNF in Q4 2021 and held it in 9 quarters. The position peaked at $167K in Q4 2021. 668 funds tracked by Wall St. Rank hold FNF as of Q1 2024.

  • Focused Wealth Management reported no remaining Fidelity National Financial position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 217 Fidelity National Financial shares in Q1 2024, an estimated $11.1K.
  • Focused Wealth Management first reported a position in Fidelity National Financial in Q4 2021 and held it in 9 quarters.
  • Focused Wealth Management's Fidelity National Financial position peaked at $167K in Q4 2021.
  • 668 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.