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Marks Group Wealth Management’s Fidelity National Financial FNF Stock Holding History

Marks Group 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
Q1 		– Sell
-6,784
Closed -$295K – 235
2019
Q4 		$295K Buy
+6,784
New +$301K 0.06% 205

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marks Group Wealth Management's FNF Position: Q1 2020 in Review

Marks Group Wealth Management sold out of Fidelity National Financial (FNF) in Q1 2020, closing a stake of 6,784 shares — an estimated $295K sold.

Marks Group Wealth Management first reported a position in FNF in Q4 2019 and held it in 1 quarter. The position peaked at $295K in Q4 2019. 500 funds tracked by Wall St. Rank hold FNF as of Q1 2020.

  • Marks Group Wealth Management reported no remaining Fidelity National Financial position as of Q1 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 6,784 Fidelity National Financial shares in Q1 2020, an estimated $295K.
  • Marks Group Wealth Management first reported a position in Fidelity National Financial in Q4 2019 and held it in 1 quarter.
  • Marks Group Wealth Management's Fidelity National Financial position peaked at $295K in Q4 2019.
  • 500 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2020.

Based on Marks Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.