SMFS
FAF icon

Squar Milner Financial Services’s First American FAF Stock Holding History

Squar Milner Financial Services’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-548
Closed -$23K – 376
2020
Q1 		$23K Buy
548
+36
+7% +$2.06K 0.01% 446
2019
Q4 		$29K Buy
+512
New +$31.3K 0.01% 474
2019
Q3 		– Sell
-47
Closed -$3K – 380
2019
Q2 		$3K Buy
+47
New +$2.56K ﹤0.01% 661

Other funds holding FAF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Squar Milner Financial Services's FAF Position: Q2 2020 in Review

Squar Milner Financial Services sold out of First American (FAF) in Q2 2020, closing a stake of 548 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in FAF in Q2 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 393 funds tracked by Wall St. Rank hold FAF as of Q2 2020.

  • Squar Milner Financial Services reported no remaining First American position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 548 First American shares in Q2 2020, an estimated $23K.
  • Squar Milner Financial Services first reported a position in First American in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's First American position peaked at $29K in Q4 2019.
  • 393 funds tracked by Wall St. Rank held First American as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.