GI
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Gradient Investments’s F&G Annuities & Life FG Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-52
Closed -$2.39K – 1431
2023
Q4 		$2.39K Sell
52
-1
-2% -$37 ﹤0.01% 1177
2023
Q3 		$1.49K Sell
53
-269
-84% -$7.28K ﹤0.01% 1259
2023
Q2 		$7.98K Buy
322
+44
+16% +$862 ﹤0.01% 854
2023
Q1 		$5.04K Hold
278
– – ﹤0.01% 947
2022
Q4 		$5.56K Buy
+278
New +$5.67K ﹤0.01% 911

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gradient Investments's FG Position: Q1 2024 in Review

Gradient Investments sold out of F&G Annuities & Life (FG) in Q1 2024, closing a stake of 52 shares — an estimated $2.39K sold.

Gradient Investments first reported a position in FG in Q4 2022 and held it in 5 quarters. The position peaked at $7.98K in Q2 2023. 190 funds tracked by Wall St. Rank hold FG as of Q1 2024.

  • Gradient Investments reported no remaining F&G Annuities & Life position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 52 F&G Annuities & Life shares in Q1 2024, an estimated $2.39K.
  • Gradient Investments first reported a position in F&G Annuities & Life in Q4 2022 and held it in 5 quarters.
  • Gradient Investments's F&G Annuities & Life position peaked at $7.98K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.