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RGT Wealth Advisors’s First American FAF Stock Holding History

RGT Wealth Advisors’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,085
Closed -$238K – 31
2019
Q4 		$238K Sell
4,085
-4,000
-49% -$244K 0.72% 28
2019
Q3 		$477K Hold
8,085
– – 1.39% 20
2019
Q2 		$434K Hold
8,085
– – 1.37% 21
2019
Q1 		$416K Buy
+8,085
New +$401K 2.39% 12

Other funds holding FAF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

RGT Wealth Advisors's FAF Position: Q1 2020 in Review

RGT Wealth Advisors sold out of First American (FAF) in Q1 2020, closing a stake of 4,085 shares — an estimated $238K sold.

RGT Wealth Advisors first reported a position in FAF in Q1 2019 and held it in 4 quarters. The position peaked at $477K in Q3 2019. 403 funds tracked by Wall St. Rank hold FAF as of Q1 2020.

  • RGT Wealth Advisors reported no remaining First American position as of Q1 2020 after selling out during the quarter.
  • RGT Wealth Advisors sold 4,085 First American shares in Q1 2020, an estimated $238K.
  • RGT Wealth Advisors first reported a position in First American in Q1 2019 and held it in 4 quarters.
  • RGT Wealth Advisors's First American position peaked at $477K in Q3 2019.
  • 403 funds tracked by Wall St. Rank held First American as of Q1 2020.

Based on RGT Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.