PCS
FNF icon

Personal CFO Solutions’s Fidelity National Financial FNF Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-4,825
Closed -$202K – 458
2021
Q2 		$202K Buy
+4,825
New +$211K 0.04% 408
2020
Q1 		– Sell
-6,848
Closed -$298K – 318
2019
Q4 		$298K Buy
+6,848
New +$304K 0.09% 207

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Personal CFO Solutions's FNF Position: Q3 2021 in Review

Personal CFO Solutions sold out of Fidelity National Financial (FNF) in Q3 2021, closing a stake of 4,825 shares — an estimated $202K sold.

Personal CFO Solutions first reported a position in FNF in Q4 2019 and held it in 2 quarters. The position peaked at $298K in Q4 2019. 581 funds tracked by Wall St. Rank hold FNF as of Q3 2021.

  • Personal CFO Solutions reported no remaining Fidelity National Financial position as of Q3 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 4,825 Fidelity National Financial shares in Q3 2021, an estimated $202K.
  • Personal CFO Solutions first reported a position in Fidelity National Financial in Q4 2019 and held it in 2 quarters.
  • Personal CFO Solutions's Fidelity National Financial position peaked at $298K in Q4 2019.
  • 581 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2021.

Based on Personal CFO Solutions's 13F filing for Q3 2021, filed 18 Nov 2021.