Selective Wealth Management’s First American FAF Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-200	Closed	-$9K	–	311
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	529
2022 Q2	$11K	Hold	200	–	–	﹤0.01%	550
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	499
2021 Q4	$16K	Hold	200	–	–	0.01%	437
2021 Q3	$13K	Hold	200	–	–	0.01%	401
2021 Q2	$12K	Buy	+200	New	+$12.7K	0.01%	320

Other funds holding FAF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Selective Wealth Management's FAF Position: Q4 2022 in Review

Selective Wealth Management sold out of First American (FAF) in Q4 2022, closing a stake of 200 shares — an estimated $9K sold.

Selective Wealth Management first reported a position in FAF in Q2 2021 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 365 funds tracked by Wall St. Rank hold FAF as of Q4 2022.

Selective Wealth Management reported no remaining First American position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 200 First American shares in Q4 2022, an estimated $9K.
Selective Wealth Management first reported a position in First American in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's First American position peaked at $16K in Q4 2021.
365 funds tracked by Wall St. Rank held First American as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.