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Simplicity Solutions’s F&G Annuities & Life FG Stock Holding History

Simplicity Solutions’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$502K Buy
10,912
+18
+0.2% +$671 0.01% 664
2023
Q3 		$306K Hold
10,894
– – 0.01% 760
2023
Q2 		$270K Buy
+10,894
New +$214K 0.01% 868

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
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
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Solutions's FG Position: Q4 2023 in Review

Simplicity Solutions increased its F&G Annuities & Life (FG) stake by 0.17% in Q4 2023, buying an estimated $671 and bringing the position to 10,912 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #664.

Simplicity Solutions first reported a position in FG in Q2 2023 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold FG as of Q4 2023.

  • Simplicity Solutions held 10,912 shares of F&G Annuities & Life worth $502K as of Q4 2023.
  • Simplicity Solutions bought 18 F&G Annuities & Life shares in Q4 2023, an estimated $671.
  • F&G Annuities & Life made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #664 holding.
  • Simplicity Solutions first reported a position in F&G Annuities & Life in Q2 2023 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.