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

Modera 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
2022
Q1 		– Sell
-5,244
Closed -$263K – 447
2021
Q4 		$263K Buy
+5,244
New +$251K 0.01% 463

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BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Modera Wealth Management's FNF Position: Q1 2022 in Review

Modera Wealth Management sold out of Fidelity National Financial (FNF) in Q1 2022, closing a stake of 5,244 shares — an estimated $263K sold.

Modera Wealth Management first reported a position in FNF in Q4 2021 and held it in 1 quarter. The position peaked at $263K in Q4 2021. 649 funds tracked by Wall St. Rank hold FNF as of Q1 2022.

  • Modera Wealth Management reported no remaining Fidelity National Financial position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 5,244 Fidelity National Financial shares in Q1 2022, an estimated $263K.
  • Modera Wealth Management first reported a position in Fidelity National Financial in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Fidelity National Financial position peaked at $263K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.