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Morton Brown Family Wealth’s Fidelity National Financial FNF Stock Holding History

Morton Brown Family Wealth’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
Q4 		– Sell
-27
Closed -$1K – 188
2022
Q3 		$1K Buy
+27
New +$1.01K ﹤0.01% 191

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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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Brown Family Wealth's FNF Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Fidelity National Financial (FNF) in Q4 2022, closing a stake of 27 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in FNF in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 600 funds tracked by Wall St. Rank hold FNF as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Fidelity National Financial position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 27 Fidelity National Financial shares in Q4 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Fidelity National Financial in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Fidelity National Financial position peaked at $1K in Q3 2022.
  • 600 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.