Summit Wealth Group’s Fidelity National Financial FNF Stock Holding History

Summit Wealth Group’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
2021 Q3	–	Sell	-148	Closed	-$6K	–	116
2021 Q2	$6K	Hold	148	–	–	0.01%	121
2021 Q1	$6K	Buy	+148	New	+$5.62K	0.01%	117

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

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

WPL

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

Summit Wealth Group's FNF Position: Q3 2021 in Review

Summit Wealth Group sold out of Fidelity National Financial (FNF) in Q3 2021, closing a stake of 148 shares — an estimated $6K sold.

Summit Wealth Group first reported a position in FNF in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 581 funds tracked by Wall St. Rank hold FNF as of Q3 2021.

Summit Wealth Group reported no remaining Fidelity National Financial position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 148 Fidelity National Financial shares in Q3 2021, an estimated $6K.
Summit Wealth Group first reported a position in Fidelity National Financial in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Fidelity National Financial position peaked at $6K in Q2 2021.
581 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.