Measured Wealth Private Client Group’s Fidelity National Financial FNF Stock Holding History

Measured Wealth Private Client Group’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
2022 Q2	–	Sell	-6,158	Closed	-$289K	–	182
2022 Q1	$289K	Buy	+6,158	New	+$294K	0.11%	116
2020 Q2	–	Sell	-18,142	Closed	-$434K	–	131
2020 Q1	$434K	Buy	+18,142	New	+$712K	0.34%	46
2018 Q4	–	Sell	-75	Closed	-$2K	–	311
2018 Q3	$2K	Buy	+75	New	+$2.86K	﹤0.01%	768

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Measured Wealth Private Client Group sold out of Fidelity National Financial (FNF) in Q2 2022, closing a stake of 6,158 shares — an estimated $289K sold.

Measured Wealth Private Client Group first reported a position in FNF in Q3 2018 and held it in 3 quarters. The position peaked at $434K in Q1 2020. 623 funds tracked by Wall St. Rank hold FNF as of Q2 2022.

Measured Wealth Private Client Group reported no remaining Fidelity National Financial position as of Q2 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 6,158 Fidelity National Financial shares in Q2 2022, an estimated $289K.
Measured Wealth Private Client Group first reported a position in Fidelity National Financial in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's Fidelity National Financial position peaked at $434K in Q1 2020.
623 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2022.

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