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

Heritage 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
2023 Q4	–	Sell	-886	Closed	-$36.6K	–	573
2023 Q3	$36.6K	Hold	886	–	–	﹤0.01%	329
2023 Q2	$31.9K	Hold	886	–	–	﹤0.01%	367
2023 Q1	$30.9K	Sell	886 -886	-50%	-$34.9K	﹤0.01%	369
2022 Q4	$66.7K	Sell	1,772 -71	-4%	-$2.66K	﹤0.01%	289
2022 Q3	$64.1K	Hold	1,843	–	–	﹤0.01%	280
2022 Q2	$65K	Hold	1,843	–	–	﹤0.01%	302
2022 Q1	$87K	Hold	1,843	–	–	﹤0.01%	265
2021 Q4	$92K	Hold	1,843	–	–	0.01%	273
2021 Q3	$80.3K	Hold	1,843	–	–	﹤0.01%	273
2021 Q2	$77K	Hold	1,843	–	–	﹤0.01%	283
2021 Q1	$72K	Hold	1,843	–	–	﹤0.01%	295
2020 Q4	$69K	Hold	1,843	–	–	﹤0.01%	294
2020 Q3	$55.5K	Hold	1,843	–	–	0.01%	258
2020 Q2	$54.3K	Hold	1,843	–	–	0.01%	250
2020 Q1	$44.1K	Hold	1,843	–	–	0.01%	256
2019 Q4	$80.4K	Buy	+1,843	New	+$81.8K	0.01%	256
2019 Q2	–	Sell	-144	Closed	-$5.04K	–	464
2019 Q1	$5.04K	Hold	144	–	–	﹤0.01%	387
2018 Q4	$4K	Hold	144	–	–	﹤0.01%	344
2018 Q3	$5K	Buy	+144	New	+$5.49K	﹤0.01%	328

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Advisors's FNF Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Fidelity National Financial (FNF) in Q4 2023, closing a stake of 886 shares — an estimated $36.6K sold.

Heritage Wealth Advisors first reported a position in FNF in Q3 2018 and held it in 19 quarters. The position peaked at $92K in Q4 2021. 649 funds tracked by Wall St. Rank hold FNF as of Q4 2023.

Heritage Wealth Advisors reported no remaining Fidelity National Financial position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 886 Fidelity National Financial shares in Q4 2023, an estimated $36.6K.
Heritage Wealth Advisors first reported a position in Fidelity National Financial in Q3 2018 and held it in 19 quarters.
Heritage Wealth Advisors's Fidelity National Financial position peaked at $92K in Q4 2021.
649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.