Optimum Investment Advisors’s Fidelity National Financial FNF Stock Holding History

Optimum Investment Advisors’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 Q4	–	Sell	-102	Closed	-$4.22K	–	677
2023 Q3	$4.22K	Hold	102	–	–	﹤0.01%	615
2023 Q2	$3.68K	Hold	102	–	–	﹤0.01%	626
2023 Q1	$3.57K	Hold	102	–	–	﹤0.01%	643
2022 Q4	$3.84K	Sell	102 -4	-4%	-$150	﹤0.01%	644
2022 Q3	$4K	Buy	106 +1	+1%	+$37	﹤0.01%	673
2022 Q2	$4K	Buy	105 +1	+1%	+$39	﹤0.01%	705
2022 Q1	$5K	Buy	+104	New	+$4.97K	﹤0.01%	727
2019 Q1	–	Sell	-98	Closed	-$3K	–	1010
2018 Q4	$3K	Hold	98	–	–	﹤0.01%	886
2018 Q3	$4K	Hold	98	–	–	﹤0.01%	929
2018 Q2	$4K	Buy	+98	New	+$3.57K	﹤0.01%	947

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

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

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

BWA

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Optimum Investment Advisors's FNF Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Fidelity National Financial (FNF) in Q4 2023, closing a stake of 102 shares — an estimated $4.22K sold.

Optimum Investment Advisors first reported a position in FNF in Q2 2018 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 649 funds tracked by Wall St. Rank hold FNF as of Q4 2023.

Optimum Investment Advisors reported no remaining Fidelity National Financial position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 102 Fidelity National Financial shares in Q4 2023, an estimated $4.22K.
Optimum Investment Advisors first reported a position in Fidelity National Financial in Q2 2018 and held it in 10 quarters.
Optimum Investment Advisors's Fidelity National Financial position peaked at $5K in Q1 2022.
649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.