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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
2019
Q4 		– Sell
-520
Closed -$2K – 964
2019
Q3 		$2K Hold
520
– – ﹤0.01% 936
2019
Q2 		$1K Buy
+520
New +$19.6K ﹤0.01% 911
2018
Q2 		– Sell
-520
Closed -$1K – 1068
2018
Q1 		$1K Buy
+520
New +$19.8K ﹤0.01% 984

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
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.