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Synergy Asset Management’s Fidelity National Financial FNF Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-13
Closed -$807 – 334
2024
Q4 		$807 Buy
+13
New +$783 ﹤0.01% 737

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CB
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Synergy Asset Management's FNF Position: Q1 2025 in Review

Synergy Asset Management sold out of Fidelity National Financial (FNF) in Q1 2025, closing a stake of 13 shares — an estimated $807 sold.

Synergy Asset Management first reported a position in FNF in Q4 2024 and held it in 1 quarter. The position peaked at $807 in Q4 2024. 797 funds tracked by Wall St. Rank hold FNF as of Q1 2025.

  • Synergy Asset Management reported no remaining Fidelity National Financial position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 13 Fidelity National Financial shares in Q1 2025, an estimated $807.
  • Synergy Asset Management first reported a position in Fidelity National Financial in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Fidelity National Financial position peaked at $807 in Q4 2024.
  • 797 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.