Opal Wealth Advisors’s F&G Annuities & Life FG Stock Holding History

Opal Wealth Advisors’s Portfolio FG Stock Details FG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23	Closed	-$876	–	537
2024 Q2	$876	Buy	+23	New	+$901	﹤0.01%	1091

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Opal Wealth Advisors's FG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of F&G Annuities & Life (FG) in Q3 2024, closing a stake of 23 shares — an estimated $876 sold.

Opal Wealth Advisors first reported a position in FG in Q2 2024 and held it in 1 quarter. The position peaked at $876 in Q2 2024. 200 funds tracked by Wall St. Rank hold FG as of Q3 2024.

Opal Wealth Advisors reported no remaining F&G Annuities & Life position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 23 F&G Annuities & Life shares in Q3 2024, an estimated $876.
Opal Wealth Advisors first reported a position in F&G Annuities & Life in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's F&G Annuities & Life position peaked at $876 in Q2 2024.
200 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.