TPWA
FAF icon

TRUE Private Wealth Advisors’s First American FAF Stock Holding History

TRUE Private Wealth Advisors’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-160
Closed -$8.25K – 476
2018
Q3 		$8.25K Buy
+160
New +$8.76K ﹤0.01% 792

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's FAF Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of First American (FAF) in Q4 2018, closing a stake of 160 shares — an estimated $8.25K sold.

TRUE Private Wealth Advisors first reported a position in FAF in Q3 2018 and held it in 1 quarter. The position peaked at $8.25K in Q3 2018. 373 funds tracked by Wall St. Rank hold FAF as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining First American position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 160 First American shares in Q4 2018, an estimated $8.25K.
  • TRUE Private Wealth Advisors first reported a position in First American in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's First American position peaked at $8.25K in Q3 2018.
  • 373 funds tracked by Wall St. Rank held First American as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.