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Legacy Financial Advisors’s First American FAF Stock Holding History

Legacy Financial Advisors’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,060
Closed -$55K – 378
2019
Q1 		$55K Buy
1,060
+362
+52% +$17.9K 0.02% 261
2018
Q4 		$31K Buy
+698
New +$32.4K 0.01% 328

Other funds holding FAF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Financial Advisors's FAF Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First American (FAF) in Q2 2019, closing a stake of 1,060 shares — an estimated $55K sold.

Legacy Financial Advisors first reported a position in FAF in Q4 2018 and held it in 2 quarters. The position peaked at $55K in Q1 2019. 390 funds tracked by Wall St. Rank hold FAF as of Q2 2019.

  • Legacy Financial Advisors reported no remaining First American position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,060 First American shares in Q2 2019, an estimated $55K.
  • Legacy Financial Advisors first reported a position in First American in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's First American position peaked at $55K in Q1 2019.
  • 390 funds tracked by Wall St. Rank held First American as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.