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TrueWealth LLC’s Fidelity National Financial FNF Stock Holding History

TrueWealth LLC’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
2020
Q1 		– Sell
-230
Closed -$10K – 747
2019
Q4 		$10K Hold
230
– – ﹤0.01% 458
2019
Q3 		$10K Hold
230
– – ﹤0.01% 449
2019
Q2 		$9K Hold
230
– – ﹤0.01% 468
2019
Q1 		$8K Hold
230
– – ﹤0.01% 497
2018
Q4 		$7K Sell
230
-307
-57% -$9.9K ﹤0.01% 488
2018
Q3 		$20K Hold
537
– – 0.01% 389
2018
Q2 		$19K Hold
537
– – 0.01% 396
2018
Q1 		$21K Hold
537
– – 0.01% 352
2017
Q4 		$20K Buy
+537
New +$19.6K 0.01% 395

Other funds holding FNF

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TrueWealth LLC's FNF Position: Q1 2020 in Review

TrueWealth LLC sold out of Fidelity National Financial (FNF) in Q1 2020, closing a stake of 230 shares — an estimated $10K sold.

TrueWealth LLC first reported a position in FNF in Q4 2017 and held it in 9 quarters. The position peaked at $21K in Q1 2018. 501 funds tracked by Wall St. Rank hold FNF as of Q1 2020.

  • TrueWealth LLC reported no remaining Fidelity National Financial position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 230 Fidelity National Financial shares in Q1 2020, an estimated $10K.
  • TrueWealth LLC first reported a position in Fidelity National Financial in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's Fidelity National Financial position peaked at $21K in Q1 2018.
  • 501 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.