Householder Group Estate & Retirement Specialist’s F&G Annuities & Life FG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$0	Hold	8	–	–	﹤0.01%	757
2024 Q3	$0	Buy	+8	New	+$331	﹤0.01%	1213
2024 Q2	–	Sell	-8	Closed	-$336	–	1243
2024 Q1	$336	Hold	8	–	–	﹤0.01%	1188
2023 Q4	$0	Hold	8	–	–	﹤0.01%	1199
2023 Q3	$231	Buy	+8	New	+$216	﹤0.01%	1229
2023 Q1	$0	Hold	8	–	–	﹤0.01%	1252
2022 Q4	$0	Buy	+8	New	+$163	﹤0.01%	564

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its F&G Annuities & Life (FG) position steady in Q4 2024 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Householder Group Estate & Retirement Specialist first reported a position in FG in Q4 2022 and has held it in 7 quarters since. The position peaked at $336 in Q1 2024. 206 funds tracked by Wall St. Rank hold FG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 8 shares of F&G Annuities & Life worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist left its F&G Annuities & Life share count unchanged in Q4 2024.
F&G Annuities & Life made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #757 holding.
Householder Group Estate & Retirement Specialist first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's F&G Annuities & Life position peaked at $336 in Q1 2024.
206 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.