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Planned Solutions’s Fidelity National Financial FNF Stock Holding History

Planned 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
2024
Q1 		– Sell
-2,975
Closed -$152K – 252
2023
Q4 		$152K Buy
+2,975
New +$129K 0.07% 121
2021
Q1 		– Sell
-1,560
Closed -$59K – 185
2020
Q4 		$59K Hold
1,560
– – 0.05% 170
2020
Q3 		$47K Buy
+1,560
New +$48.9K 0.05% 158

Other funds holding FNF

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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

Planned Solutions's FNF Position: Q1 2024 in Review

Planned Solutions sold out of Fidelity National Financial (FNF) in Q1 2024, closing a stake of 2,975 shares — an estimated $152K sold.

Planned Solutions first reported a position in FNF in Q3 2020 and held it in 3 quarters. The position peaked at $152K in Q4 2023. 668 funds tracked by Wall St. Rank hold FNF as of Q1 2024.

  • Planned Solutions reported no remaining Fidelity National Financial position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 2,975 Fidelity National Financial shares in Q1 2024, an estimated $152K.
  • Planned Solutions first reported a position in Fidelity National Financial in Q3 2020 and held it in 3 quarters.
  • Planned Solutions's Fidelity National Financial position peaked at $152K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.