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Okabena Investment Services’s Fidelity National Financial FNF Stock Holding History

Okabena Investment Services’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
2021
Q4 		– Sell
-48,911
Closed -$2.13M – 199
2021
Q3 		$2.13M Buy
+48,911
New +$2.17M 1.12% 25
2021
Q1 		– Sell
-53,635
Closed -$2.02M – 72
2020
Q4 		$2.02M Buy
+53,635
New +$1.81M 1.18% 22

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BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Okabena Investment Services's FNF Position: Q4 2021 in Review

Okabena Investment Services sold out of Fidelity National Financial (FNF) in Q4 2021, closing a stake of 48,911 shares — an estimated $2.13M sold.

Okabena Investment Services first reported a position in FNF in Q4 2020 and held it in 2 quarters. The position peaked at $2.13M in Q3 2021. 649 funds tracked by Wall St. Rank hold FNF as of Q4 2021.

  • Okabena Investment Services reported no remaining Fidelity National Financial position as of Q4 2021 after selling out during the quarter.
  • Okabena Investment Services sold 48,911 Fidelity National Financial shares in Q4 2021, an estimated $2.13M.
  • Okabena Investment Services first reported a position in Fidelity National Financial in Q4 2020 and held it in 2 quarters.
  • Okabena Investment Services's Fidelity National Financial position peaked at $2.13M in Q3 2021.
  • 649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2021.

Based on Okabena Investment Services's 13F filing for Q4 2021, filed 11 Feb 2022.