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TFO Wealth Partners’s Fidelity National Financial FNF Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-11
Closed -$584 – 315
2024
Q1 		$584 Sell
11
-6
-35% -$302 ﹤0.01% 231
2023
Q4 		$867 Hold
17
– – ﹤0.01% 224
2023
Q3 		$612 Buy
17
+6
+55% +$240 ﹤0.01% 398
2023
Q2 		$396 Hold
11
– – ﹤0.01% 328
2023
Q1 		$384 Sell
11
-102
-90% -$4.01K ﹤0.01% 303
2022
Q4 		$19.6K Buy
+113
New +$4.24K ﹤0.01% 85
2022
Q3 		– Sell
-57
Closed -$2K – 267
2022
Q2 		$2K Buy
+57
New +$2.23K ﹤0.01% 312

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's FNF Position: Q2 2024 in Review

TFO Wealth Partners sold out of Fidelity National Financial (FNF) in Q2 2024, closing a stake of 11 shares — an estimated $584 sold.

TFO Wealth Partners first reported a position in FNF in Q2 2022 and held it in 7 quarters. The position peaked at $19.6K in Q4 2022. 661 funds tracked by Wall St. Rank hold FNF as of Q2 2024.

  • TFO Wealth Partners reported no remaining Fidelity National Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 Fidelity National Financial shares in Q2 2024, an estimated $584.
  • TFO Wealth Partners first reported a position in Fidelity National Financial in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Fidelity National Financial position peaked at $19.6K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.