SPW
FNF icon

Surience Private Wealth’s Fidelity National Financial FNF Stock Holding History

Surience Private Wealth’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
Q4 		– Sell
-48,705
Closed -$1.7M – 24
2022
Q3 		$1.7M Buy
+48,705
New +$1.82M 4.35% 9

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $9.34B AUM 17.41% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surience Private Wealth's FNF Position: Q4 2022 in Review

Surience Private Wealth sold out of Fidelity National Financial (FNF) in Q4 2022, closing a stake of 48,705 shares — an estimated $1.7M sold.

Surience Private Wealth first reported a position in FNF in Q3 2022 and held it in 1 quarter. The position peaked at $1.7M in Q3 2022. 601 funds tracked by Wall St. Rank hold FNF as of Q4 2022.

  • Surience Private Wealth reported no remaining Fidelity National Financial position as of Q4 2022 after selling out during the quarter.
  • Surience Private Wealth sold 48,705 Fidelity National Financial shares in Q4 2022, an estimated $1.7M.
  • Surience Private Wealth first reported a position in Fidelity National Financial in Q3 2022 and held it in 1 quarter.
  • Surience Private Wealth's Fidelity National Financial position peaked at $1.7M in Q3 2022.
  • 601 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2022.

Based on Surience Private Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.