SWP
FAF icon

SIMA Wealth Partners’s First American FAF Stock Holding History

SIMA Wealth Partners’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
2024
Q3 		– Sell
-3
Closed -$162 – 154
2024
Q2 		$162 Buy
+3
New +$167 ﹤0.01% 168

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SIMA Wealth Partners's FAF Position: Q3 2024 in Review

SIMA Wealth Partners sold out of First American (FAF) in Q3 2024, closing a stake of 3 shares — an estimated $162 sold.

SIMA Wealth Partners first reported a position in FAF in Q2 2024 and held it in 1 quarter. The position peaked at $162 in Q2 2024. 394 funds tracked by Wall St. Rank hold FAF as of Q3 2024.

  • SIMA Wealth Partners reported no remaining First American position as of Q3 2024 after selling out during the quarter.
  • SIMA Wealth Partners sold 3 First American shares in Q3 2024, an estimated $162.
  • SIMA Wealth Partners first reported a position in First American in Q2 2024 and held it in 1 quarter.
  • SIMA Wealth Partners's First American position peaked at $162 in Q2 2024.
  • 394 funds tracked by Wall St. Rank held First American as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.