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Sowell Financial Services’s Fidelity National Financial FNF Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-8,368
Closed -$292K – 645
2023
Q1 		$292K Buy
+8,368
New +$329K 0.02% 567
2022
Q1 		– Sell
-11,554
Closed -$582K – 273
2021
Q4 		$582K Buy
+11,554
New +$553K 0.03% 416
2021
Q2 		– Sell
-3,884
Closed -$173K – 1295
2021
Q1 		$173K Buy
3,884
+3,242
+505% +$123K 0.01% 1125
2020
Q4 		$24K Buy
642
+405
+171% +$13.7K ﹤0.01% 1652
2020
Q3 		$7K Sell
237
-232
-49% -$7.27K ﹤0.01% 1902
2020
Q2 		$14K Sell
469
-1,912
-80% -$52.6K ﹤0.01% 1571
2020
Q1 		$57K Sell
2,381
-138
-5% -$5.42K ﹤0.01% 1008
2019
Q4 		$110K Buy
2,519
+2,313
+1,123% +$103K 0.01% 891
2019
Q3 		$9K Buy
+206
New +$8.57K ﹤0.01% 1558

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $10.1B AUM 10.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's FNF Position: Q2 2023 in Review

Sowell Financial Services sold out of Fidelity National Financial (FNF) in Q2 2023, closing a stake of 8,368 shares — an estimated $292K sold.

Sowell Financial Services first reported a position in FNF in Q3 2019 and held it in 9 quarters. The position peaked at $582K in Q4 2021. 571 funds tracked by Wall St. Rank hold FNF as of Q2 2023.

  • Sowell Financial Services reported no remaining Fidelity National Financial position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 8,368 Fidelity National Financial shares in Q2 2023, an estimated $292K.
  • Sowell Financial Services first reported a position in Fidelity National Financial in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's Fidelity National Financial position peaked at $582K in Q4 2021.
  • 571 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.