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McGlone Suttner Wealth Management’s Fidelity National Financial FNF Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-2,561
Closed -$131K – 411
2023
Q4 		$131K Buy
+2,561
New +$111K 0.03% 185

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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

McGlone Suttner Wealth Management sold out of Fidelity National Financial (FNF) in Q1 2024, closing a stake of 2,561 shares — an estimated $131K sold.

McGlone Suttner Wealth Management first reported a position in FNF in Q4 2023 and held it in 1 quarter. The position peaked at $131K in Q4 2023. 668 funds tracked by Wall St. Rank hold FNF as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Fidelity National Financial position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,561 Fidelity National Financial shares in Q1 2024, an estimated $131K.
  • McGlone Suttner Wealth Management first reported a position in Fidelity National Financial in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Fidelity National Financial position peaked at $131K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2024.

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