Marcum Wealth’s Fidelity National Financial FNF Stock Holding History

Marcum Wealth’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
2021 Q4	–	Sell	-4,707	Closed	-$205K	–	398
2021 Q3	$205K	Buy	+4,707	New	+$209K	0.03%	304

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's FNF Position: Q4 2021 in Review

Marcum Wealth sold out of Fidelity National Financial (FNF) in Q4 2021, closing a stake of 4,707 shares — an estimated $205K sold.

Marcum Wealth first reported a position in FNF in Q3 2021 and held it in 1 quarter. The position peaked at $205K in Q3 2021. 648 funds tracked by Wall St. Rank hold FNF as of Q4 2021.

Marcum Wealth reported no remaining Fidelity National Financial position as of Q4 2021 after selling out during the quarter.
Marcum Wealth sold 4,707 Fidelity National Financial shares in Q4 2021, an estimated $205K.
Marcum Wealth first reported a position in Fidelity National Financial in Q3 2021 and held it in 1 quarter.
Marcum Wealth's Fidelity National Financial position peaked at $205K in Q3 2021.
648 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2021.

Based on Marcum Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.