MinichMacGregor Wealth Management’s Fidelity National Financial FNF Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-199	Closed	-$7.49K	–	279
2022 Q4	$7.49K	Buy	+199	New	+$7.47K	﹤0.01%	438
2017 Q1	–	Sell	-1,973	Closed	-$46K	–	468
2016 Q4	$46K	Sell	1,973 -360	-15%	-$8.64K	0.04%	111
2016 Q3	$59K	Hold	2,333	–	–	0.06%	102
2016 Q2	$60K	Hold	2,333	–	–	0.06%	92
2016 Q1	$54K	Buy	2,333 +893	+62%	+$20K	0.05%	97
2015 Q4	$37K	Buy	+1,440	New	+$35.1K	0.03%	123

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

MinichMacGregor Wealth Management's FNF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Fidelity National Financial (FNF) in Q1 2023, closing a stake of 199 shares — an estimated $7.49K sold.

MinichMacGregor Wealth Management first reported a position in FNF in Q4 2015 and held it in 6 quarters. The position peaked at $60K in Q2 2016. 583 funds tracked by Wall St. Rank hold FNF as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Fidelity National Financial position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 199 Fidelity National Financial shares in Q1 2023, an estimated $7.49K.
MinichMacGregor Wealth Management first reported a position in Fidelity National Financial in Q4 2015 and held it in 6 quarters.
MinichMacGregor Wealth Management's Fidelity National Financial position peaked at $60K in Q2 2016.
583 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.