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Simplicity Wealth’s Fidelity National Financial FNF Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-136,788
Closed -$6.76M – 747
2024
Q2 		$6.76M Sell
136,788
-75
-0.1% -$3.78K 0.15% 139
2024
Q1 		$7.27M Buy
+136,863
New +$6.9M 0.17% 121

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Simplicity Wealth's FNF Position: Q3 2024 in Review

Simplicity Wealth sold out of Fidelity National Financial (FNF) in Q3 2024, closing a stake of 136,788 shares — an estimated $6.76M sold.

Simplicity Wealth first reported a position in FNF in Q1 2024 and held it in 2 quarters. The position peaked at $7.27M in Q1 2024. 690 funds tracked by Wall St. Rank hold FNF as of Q3 2024.

  • Simplicity Wealth reported no remaining Fidelity National Financial position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 136,788 Fidelity National Financial shares in Q3 2024, an estimated $6.76M.
  • Simplicity Wealth first reported a position in Fidelity National Financial in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Fidelity National Financial position peaked at $7.27M in Q1 2024.
  • 690 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2024.

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