Laurel Wealth Advisors (California)’s Fidelity National Financial FNF Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$291K	Sell	7,728 -198	-2%	-$7.43K	0.03%	520
2022 Q3	$276K	Sell	7,926 -263	-3%	-$9.82K	0.03%	507
2022 Q2	$291K	Sell	8,189 -1,784	-18%	-$69.7K	0.03%	502
2022 Q1	$468K	Buy	9,973 +1,591	+19%	+$76.1K	0.04%	431
2021 Q4	$421K	Buy	+8,382	New	+$401K	0.03%	503
2021 Q3	–	Sell	-6,273	Closed	-$262K	–	464
2021 Q2	$262K	Buy	6,273 +846	+16%	+$36.9K	0.03%	429
2021 Q1	$212K	Buy	5,427 +18	+0.3%	+$683	0.03%	435
2020 Q4	$203K	Buy	+5,409	New	+$182K	0.03%	422
2018 Q4	–	Sell	-6,696	Closed	-$253K	–	375
2018 Q3	$253K	Sell	6,696 -3,539	-35%	-$135K	0.06%	321
2018 Q2	$370K	Buy	10,235 +95	+0.9%	+$3.46K	0.1%	221
2018 Q1	$390K	Buy	10,140 +269	+3%	+$10.2K	0.12%	200
2017 Q4	$372K	Buy	9,871 +2,843	+40%	+$104K	0.11%	214
2017 Q3	$231K	Buy	+7,028	New	+$230K	0.08%	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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Laurel Wealth Advisors (California)'s FNF Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Fidelity National Financial (FNF) stake by 2.5% in Q4 2022, selling an estimated $7.43K and leaving 7,728 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #520.

Laurel Wealth Advisors (California) first reported a position in FNF in Q3 2017 and has held it in 13 quarters since. The position peaked at $468K in Q1 2022. 600 funds tracked by Wall St. Rank hold FNF as of Q4 2022.

Laurel Wealth Advisors (California) held 7,728 shares of Fidelity National Financial worth $291K as of Q4 2022.
Laurel Wealth Advisors (California) sold 198 Fidelity National Financial shares in Q4 2022, an estimated $7.43K.
Fidelity National Financial made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #520 holding.
Laurel Wealth Advisors (California) first reported a position in Fidelity National Financial in Q3 2017 and has held it in 13 quarters since.
Laurel Wealth Advisors (California)'s Fidelity National Financial position peaked at $468K in Q1 2022.
600 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.