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Rockbridge Investment Management’s Fidelity National Financial FNF Stock Holding History

Rockbridge Investment Management’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
Q4 		– Sell
-52
Closed -$2K – 801
2021
Q3 		$2K Hold
52
– – ﹤0.01% 672
2021
Q2 		$2K Hold
52
– – ﹤0.01% 671
2021
Q1 		$2K Buy
+52
New +$1.97K ﹤0.01% 647

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Vanguard Group
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rockbridge Investment Management's FNF Position: Q4 2021 in Review

Rockbridge Investment Management sold out of Fidelity National Financial (FNF) in Q4 2021, closing a stake of 52 shares — an estimated $2K sold.

Rockbridge Investment Management first reported a position in FNF in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 648 funds tracked by Wall St. Rank hold FNF as of Q4 2021.

  • Rockbridge Investment Management reported no remaining Fidelity National Financial position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 52 Fidelity National Financial shares in Q4 2021, an estimated $2K.
  • Rockbridge Investment Management first reported a position in Fidelity National Financial in Q1 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Fidelity National Financial position peaked at $2K in Q3 2021.
  • 648 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.