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

Regent Peak Wealth 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
2021
Q1 		– Sell
-54
Closed -$2K – 446
2020
Q4 		$2K Buy
+54
New +$1.82K ﹤0.01% 815

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Regent Peak Wealth Advisors's FNF Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Fidelity National Financial (FNF) in Q1 2021, closing a stake of 54 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in FNF in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 562 funds tracked by Wall St. Rank hold FNF as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Fidelity National Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 54 Fidelity National Financial shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Fidelity National Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Fidelity National Financial position peaked at $2K in Q4 2020.
  • 562 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.