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Gupta Wealth Management’s First American FAF Stock Holding History

Gupta Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$34K Hold
889
– – 0.01% 530
2015
Q4 		$32K Hold
889
– – 0.01% 537
2015
Q3 		$35K Hold
889
– – 0.01% 526
2015
Q2 		$32K Buy
+889
New +$31.9K 0.01% 593

Other funds holding FAF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's FAF Position: Q1 2016 in Review

Gupta Wealth Management held its First American (FAF) position steady in Q1 2016 at 889 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #530.

Gupta Wealth Management first reported a position in FAF in Q2 2015 and has held it in 4 quarters since. The position peaked at $35K in Q3 2015. 244 funds tracked by Wall St. Rank hold FAF as of Q1 2016.

  • Gupta Wealth Management held 889 shares of First American worth $34K as of Q1 2016.
  • Gupta Wealth Management left its First American share count unchanged in Q1 2016.
  • First American made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #530 holding.
  • Gupta Wealth Management first reported a position in First American in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's First American position peaked at $35K in Q3 2015.
  • 244 funds tracked by Wall St. Rank held First American as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.