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Pin Oak Investment Advisors’s F&G Annuities & Life FG Stock Holding History

Pin Oak Investment 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
-8
Closed – – 479
2024
Q2 		$0 Buy
+8
New +$313 ﹤0.01% 468
2023
Q2 		– Sell
-8
Closed – – 462
2023
Q1 		$0 Hold
8
– – ﹤0.01% 437
2022
Q4 		$0 Buy
+8
New +$163 ﹤0.01% 423

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Pin Oak Investment Advisors's FG Position: Q3 2024 in Review

Pin Oak Investment Advisors sold out of F&G Annuities & Life (FG) in Q3 2024, closing a stake of 8 shares.

Pin Oak Investment Advisors first reported a position in FG in Q4 2022 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 200 funds tracked by Wall St. Rank hold FG as of Q3 2024.

  • Pin Oak Investment Advisors reported no remaining F&G Annuities & Life position as of Q3 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 8 F&G Annuities & Life shares in Q3 2024.
  • Pin Oak Investment Advisors first reported a position in F&G Annuities & Life in Q4 2022 and held it in 3 quarters.
  • Pin Oak Investment Advisors's F&G Annuities & Life position peaked at $0 in Q2 2024.
  • 200 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.