Lake Point Wealth Management’s Fidelity National Financial FNF Stock Holding History

Lake Point 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
2022 Q2	$3K	Hold	83	–	–	﹤0.01%	277
2022 Q1	$4K	Hold	83	–	–	﹤0.01%	263
2021 Q4	$4K	Hold	83	–	–	﹤0.01%	277
2021 Q3	$4K	Hold	83	–	–	﹤0.01%	258
2021 Q2	$3K	Buy	+83	New	+$3.62K	﹤0.01%	288
2020 Q1	$2K	Buy	+83	New	+$3.26K	﹤0.01%	263

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lake Point Wealth Management's FNF Position: Q2 2022 in Review

Lake Point Wealth Management held its Fidelity National Financial (FNF) position steady in Q2 2022 at 83 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Lake Point Wealth Management first reported a position in FNF in Q1 2020 and has held it in 6 quarters since. The position peaked at $4K in Q1 2022. 623 funds tracked by Wall St. Rank hold FNF as of Q2 2022.

Lake Point Wealth Management held 83 shares of Fidelity National Financial worth $3K as of Q2 2022.
Lake Point Wealth Management left its Fidelity National Financial share count unchanged in Q2 2022.
Fidelity National Financial made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #277 holding.
Lake Point Wealth Management first reported a position in Fidelity National Financial in Q1 2020 and has held it in 6 quarters since.
Lake Point Wealth Management's Fidelity National Financial position peaked at $4K in Q1 2022.
623 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.