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

IBEX 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
2022
Q3 		– Sell
-17,709
Closed -$629K – 152
2022
Q2 		$629K Sell
17,709
-90,480
-84% -$3.54M 0.14% 106
2022
Q1 		$5.08M Buy
108,189
+36,714
+51% +$1.76M 0.97% 38
2021
Q4 		$3.59M Buy
+71,475
New +$3.42M 0.63% 61

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's FNF Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of Fidelity National Financial (FNF) in Q3 2022, closing a stake of 17,709 shares — an estimated $629K sold.

IBEX Wealth Advisors first reported a position in FNF in Q4 2021 and held it in 3 quarters. The position peaked at $5.08M in Q1 2022. 588 funds tracked by Wall St. Rank hold FNF as of Q3 2022.

  • IBEX Wealth Advisors reported no remaining Fidelity National Financial position as of Q3 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 17,709 Fidelity National Financial shares in Q3 2022, an estimated $629K.
  • IBEX Wealth Advisors first reported a position in Fidelity National Financial in Q4 2021 and held it in 3 quarters.
  • IBEX Wealth Advisors's Fidelity National Financial position peaked at $5.08M in Q1 2022.
  • 588 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.