Soundmark Wealth Management’s Fidelity National Financial FNF Stock Holding History

Soundmark Wealth Management’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 Q2	–	Sell	-8,073	Closed	-$429K	–	28
2024 Q1	$429K	Hold	8,073	–	–	0.19%	51
2023 Q4	$412K	Hold	8,073	–	–	0.2%	52
2023 Q3	$333K	Hold	8,073	–	–	0.19%	51
2023 Q2	$291K	Hold	8,073	–	–	0.16%	52
2023 Q1	$282K	Hold	8,073	–	–	0.17%	50
2022 Q4	$304K	Sell	8,073 -323	-4%	-$12.1K	0.2%	49
2022 Q3	$292K	Hold	8,396	–	–	0.2%	50
2022 Q2	$298K	Hold	8,396	–	–	0.21%	48
2022 Q1	$394K	Hold	8,396	–	–	0.28%	44
2021 Q4	$421K	Hold	8,396	–	–	0.29%	42
2021 Q3	$366K	Hold	8,396	–	–	0.13%	52
2021 Q2	$355K	Hold	8,396	–	–	0.15%	47
2021 Q1	$328K	Hold	8,396	–	–	0.18%	51
2020 Q4	$316K	Buy	+8,396	New	+$283K	0.2%	47

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

WPL

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

BWA

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soundmark Wealth Management's FNF Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Fidelity National Financial (FNF) in Q2 2024, closing a stake of 8,073 shares — an estimated $429K sold.

Soundmark Wealth Management first reported a position in FNF in Q4 2020 and held it in 14 quarters. The position peaked at $429K in Q1 2024. 661 funds tracked by Wall St. Rank hold FNF as of Q2 2024.

Soundmark Wealth Management reported no remaining Fidelity National Financial position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 8,073 Fidelity National Financial shares in Q2 2024, an estimated $429K.
Soundmark Wealth Management first reported a position in Fidelity National Financial in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's Fidelity National Financial position peaked at $429K in Q1 2024.
661 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.