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Peak Financial Advisors’s Fidelity National Financial FNF Stock Holding History

Peak Financial 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
2024
Q1 		– Sell
-8,838
Closed -$451K – 75
2023
Q4 		$451K Buy
8,838
+1,397
+19% +$60.8K 0.3% 50
2023
Q3 		$307K Buy
+7,441
New +$298K 0.33% 37

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Peak Financial Advisors's FNF Position: Q1 2024 in Review

Peak Financial Advisors sold out of Fidelity National Financial (FNF) in Q1 2024, closing a stake of 8,838 shares — an estimated $451K sold.

Peak Financial Advisors first reported a position in FNF in Q3 2023 and held it in 2 quarters. The position peaked at $451K in Q4 2023. 668 funds tracked by Wall St. Rank hold FNF as of Q1 2024.

  • Peak Financial Advisors reported no remaining Fidelity National Financial position as of Q1 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 8,838 Fidelity National Financial shares in Q1 2024, an estimated $451K.
  • Peak Financial Advisors first reported a position in Fidelity National Financial in Q3 2023 and held it in 2 quarters.
  • Peak Financial Advisors's Fidelity National Financial position peaked at $451K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.