Soltis Investment Advisors’s Fidelity National Financial FNF Stock Holding History

Soltis Investment Advisors’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
2022 Q3	–	Sell	-38,511	Closed	-$1.37M	–	237
2022 Q2	$1.37M	Buy	38,511 +3,465	+10%	+$135K	0.2%	107
2022 Q1	$1.65M	Buy	35,046 +4,926	+16%	+$235K	0.23%	103
2021 Q4	$1.51M	Buy	30,120 +6,718	+29%	+$321K	0.21%	104
2021 Q3	$1.02M	Buy	23,402 +2,307	+11%	+$102K	0.16%	120
2021 Q2	$882K	Buy	21,095 +7,388	+54%	+$323K	0.14%	121
2021 Q1	$536K	Buy	+13,707	New	+$520K	0.1%	147

Other funds holding FNF

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soltis Investment Advisors's FNF Position: Q3 2022 in Review

Soltis Investment Advisors sold out of Fidelity National Financial (FNF) in Q3 2022, closing a stake of 38,511 shares — an estimated $1.37M sold.

Soltis Investment Advisors first reported a position in FNF in Q1 2021 and held it in 6 quarters. The position peaked at $1.65M in Q1 2022. 588 funds tracked by Wall St. Rank hold FNF as of Q3 2022.

Soltis Investment Advisors reported no remaining Fidelity National Financial position as of Q3 2022 after selling out during the quarter.
Soltis Investment Advisors sold 38,511 Fidelity National Financial shares in Q3 2022, an estimated $1.37M.
Soltis Investment Advisors first reported a position in Fidelity National Financial in Q1 2021 and held it in 6 quarters.
Soltis Investment Advisors's Fidelity National Financial position peaked at $1.65M in Q1 2022.
588 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2022.

Based on Soltis Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.