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McGlone Suttner Wealth Management’s F&G Annuities & Life FG Stock Holding History

McGlone Suttner Wealth Management’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$146 – 397
2023
Q4 		$146 Buy
+3
New +$112 ﹤0.01% 763

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McGlone Suttner Wealth Management's FG Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of F&G Annuities & Life (FG) in Q1 2024, closing a stake of 3 shares — an estimated $146 sold.

McGlone Suttner Wealth Management first reported a position in FG in Q4 2023 and held it in 1 quarter. The position peaked at $146 in Q4 2023. 190 funds tracked by Wall St. Rank hold FG as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining F&G Annuities & Life position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 3 F&G Annuities & Life shares in Q1 2024, an estimated $146.
  • McGlone Suttner Wealth Management first reported a position in F&G Annuities & Life in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's F&G Annuities & Life position peaked at $146 in Q4 2023.
  • 190 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.