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Measured Wealth Private Client Group’s First American FAF Stock Holding History

Measured Wealth Private Client Group’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,974
Closed -$258K – 178
2022
Q1 		$258K Buy
+3,974
New +$283K 0.09% 135
2018
Q4 		– Sell
-1,895
Closed -$97K – 291
2018
Q3 		$97K Buy
+1,895
New +$104K 0.06% 237

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Measured Wealth Private Client Group's FAF Position: Q2 2022 in Review

Measured Wealth Private Client Group sold out of First American (FAF) in Q2 2022, closing a stake of 3,974 shares — an estimated $258K sold.

Measured Wealth Private Client Group first reported a position in FAF in Q3 2018 and held it in 2 quarters. The position peaked at $258K in Q1 2022. 391 funds tracked by Wall St. Rank hold FAF as of Q2 2022.

  • Measured Wealth Private Client Group reported no remaining First American position as of Q2 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 3,974 First American shares in Q2 2022, an estimated $258K.
  • Measured Wealth Private Client Group first reported a position in First American in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's First American position peaked at $258K in Q1 2022.
  • 391 funds tracked by Wall St. Rank held First American as of Q2 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2022, filed 25 Jul 2022.