Juncture Wealth Strategies’s Fidelity National Financial FNF Stock Holding History

Juncture Wealth Strategies’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
2024 Q3	–	Sell	-4,564	Closed	-$226K	–	124
2024 Q2	$226K	Hold	4,564	–	–	0.09%	102
2024 Q1	$242K	Sell	4,564 -810	-15%	-$40.8K	0.1%	97
2023 Q4	$274K	Hold	5,374	–	–	0.12%	93
2023 Q3	$222K	Sell	5,374 -9,000	-63%	-$360K	0.11%	108
2023 Q2	$517K	Buy	14,374 +1,500	+12%	+$52.3K	0.24%	83
2023 Q1	$450K	Buy	12,874 +5,147	+67%	+$203K	0.22%	80
2022 Q4	$291K	Buy	7,727 +1,355	+21%	+$50.8K	0.14%	91
2022 Q3	$222K	Buy	+6,372	New	+$238K	0.11%	98
2021 Q2	–	Sell	-5,200	Closed	-$204K	–	115
2021 Q1	$204K	Buy	+5,200	New	+$197K	0.13%	99

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

Juncture Wealth Strategies's FNF Position: Q3 2024 in Review

Juncture Wealth Strategies sold out of Fidelity National Financial (FNF) in Q3 2024, closing a stake of 4,564 shares — an estimated $226K sold.

Juncture Wealth Strategies first reported a position in FNF in Q1 2021 and held it in 9 quarters. The position peaked at $517K in Q2 2023. 690 funds tracked by Wall St. Rank hold FNF as of Q3 2024.

Juncture Wealth Strategies reported no remaining Fidelity National Financial position as of Q3 2024 after selling out during the quarter.
Juncture Wealth Strategies sold 4,564 Fidelity National Financial shares in Q3 2024, an estimated $226K.
Juncture Wealth Strategies first reported a position in Fidelity National Financial in Q1 2021 and held it in 9 quarters.
Juncture Wealth Strategies's Fidelity National Financial position peaked at $517K in Q2 2023.
690 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2024.

Based on Juncture Wealth Strategies's 13F filing for Q3 2024, filed 9 Oct 2024.