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Horizons Wealth Management’s Fidelity National Financial FNF Stock Holding History

Horizons 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
2023
Q3 		– Sell
-215
Closed -$7.72K – 201
2023
Q2 		$7.72K Buy
+215
New +$7.5K 0.01% 160

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizons Wealth Management's FNF Position: Q3 2023 in Review

Horizons Wealth Management sold out of Fidelity National Financial (FNF) in Q3 2023, closing a stake of 215 shares — an estimated $7.72K sold.

Horizons Wealth Management first reported a position in FNF in Q2 2023 and held it in 1 quarter. The position peaked at $7.72K in Q2 2023. 595 funds tracked by Wall St. Rank hold FNF as of Q3 2023.

  • Horizons Wealth Management reported no remaining Fidelity National Financial position as of Q3 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 215 Fidelity National Financial shares in Q3 2023, an estimated $7.72K.
  • Horizons Wealth Management first reported a position in Fidelity National Financial in Q2 2023 and held it in 1 quarter.
  • Horizons Wealth Management's Fidelity National Financial position peaked at $7.72K in Q2 2023.
  • 595 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2023.

Based on Horizons Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.