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SYSTM Wealth Solutions’s Fidelity National Financial FNF Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-379
Closed -$18.7K – 293
2024
Q2 		$18.7K Sell
379
-10,231
-96% -$515K ﹤0.01% 380
2024
Q1 		$563K Sell
10,610
-3,589
-25% -$181K 0.07% 273
2023
Q4 		$724K Sell
14,199
-1,203
-8% -$52.4K 0.1% 234
2023
Q3 		$636K Sell
15,402
-1,928
-11% -$77.2K 0.1% 247
2023
Q2 		$624K Buy
17,330
+2,117
+14% +$73.8K 0.08% 285
2023
Q1 		$531K Buy
15,213
+401
+3% +$15.8K 0.08% 288
2022
Q4 		$557K Buy
+14,812
New +$556K 0.07% 322

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SYSTM Wealth Solutions's FNF Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Fidelity National Financial (FNF) in Q3 2024, closing a stake of 379 shares — an estimated $18.7K sold.

SYSTM Wealth Solutions first reported a position in FNF in Q4 2022 and held it in 7 quarters. The position peaked at $724K in Q4 2023. 690 funds tracked by Wall St. Rank hold FNF as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Fidelity National Financial position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 379 Fidelity National Financial shares in Q3 2024, an estimated $18.7K.
  • SYSTM Wealth Solutions first reported a position in Fidelity National Financial in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Fidelity National Financial position peaked at $724K in Q4 2023.
  • 690 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.