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Liberty Wealth Management’s Fidelity National Financial FNF Stock Holding History

Liberty 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
2020
Q2 		– Sell
-783
Closed -$19K – 898
2020
Q1 		$19K Sell
783
-82
-9% -$3.22K 0.02% 364
2019
Q4 		$38K Buy
865
+839
+3,227% +$37.2K 0.03% 300
2019
Q3 		$1K Sell
26
-20
-43% -$832 ﹤0.01% 788
2019
Q2 		$2K Hold
46
– – ﹤0.01% 759
2019
Q1 		$1K Hold
46
– – ﹤0.01% 673
2018
Q4 		$1K Buy
+46
New +$1.48K ﹤0.01% 710

Other funds holding FNF

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Liberty Wealth Management's FNF Position: Q2 2020 in Review

Liberty Wealth Management sold out of Fidelity National Financial (FNF) in Q2 2020, closing a stake of 783 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in FNF in Q4 2018 and held it in 6 quarters. The position peaked at $38K in Q4 2019. 504 funds tracked by Wall St. Rank hold FNF as of Q2 2020.

  • Liberty Wealth Management reported no remaining Fidelity National Financial position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 783 Fidelity National Financial shares in Q2 2020, an estimated $19K.
  • Liberty Wealth Management first reported a position in Fidelity National Financial in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Fidelity National Financial position peaked at $38K in Q4 2019.
  • 504 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.