SW
FG icon

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

Simplicity Wealth’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
2024
Q3 		– Sell
-11,010
Closed -$419K – 737
2024
Q2 		$419K Buy
11,010
+90
+0.8% +$3.53K 0.01% 826
2024
Q1 		$443K Buy
+10,920
New +$457K 0.01% 781

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Simplicity Wealth's FG Position: Q3 2024 in Review

Simplicity Wealth sold out of F&G Annuities & Life (FG) in Q3 2024, closing a stake of 11,010 shares — an estimated $419K sold.

Simplicity Wealth first reported a position in FG in Q1 2024 and held it in 2 quarters. The position peaked at $443K in Q1 2024. 200 funds tracked by Wall St. Rank hold FG as of Q3 2024.

  • Simplicity Wealth reported no remaining F&G Annuities & Life position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 11,010 F&G Annuities & Life shares in Q3 2024, an estimated $419K.
  • Simplicity Wealth first reported a position in F&G Annuities & Life in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's F&G Annuities & Life position peaked at $443K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.