IWP
FNF icon

Icon Wealth Partners’s Fidelity National Financial FNF Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,193
Closed -$42K – 376
2019
Q1 		$42K Buy
+1,193
New +$40K 0.02% 383
2018
Q3 		– Sell
-950
Closed -$34K – 423
2018
Q2 		$34K Buy
+950
New +$34.6K 0.01% 467
2018
Q1 		– Sell
-924
Closed -$35K – 422
2017
Q4 		$35K Buy
+924
New +$33.7K 0.02% 494

Other funds holding FNF

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 $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Icon Wealth Partners's FNF Position: Q2 2019 in Review

Icon Wealth Partners sold out of Fidelity National Financial (FNF) in Q2 2019, closing a stake of 1,193 shares — an estimated $42K sold.

Icon Wealth Partners first reported a position in FNF in Q4 2017 and held it in 3 quarters. The position peaked at $42K in Q1 2019. 460 funds tracked by Wall St. Rank hold FNF as of Q2 2019.

  • Icon Wealth Partners reported no remaining Fidelity National Financial position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,193 Fidelity National Financial shares in Q2 2019, an estimated $42K.
  • Icon Wealth Partners first reported a position in Fidelity National Financial in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Fidelity National Financial position peaked at $42K in Q1 2019.
  • 460 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.