Valeo Financial Advisors’s Fidelity National Financial FNF Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-360	Closed	-$14K	–	981
2021 Q1	$14K	Buy	360 +209	+138%	+$7.94K	﹤0.01%	1274
2020 Q4	$6K	Hold	151	–	–	﹤0.01%	1326
2020 Q3	$5K	Sell	151 -302	-67%	-$9.46K	﹤0.01%	1247
2020 Q2	$13K	Buy	453 +90	+25%	+$2.48K	﹤0.01%	1190
2020 Q1	$10K	Sell	363 -36	-9%	-$1.41K	﹤0.01%	1091
2019 Q4	$17K	Hold	399	–	–	﹤0.01%	953
2019 Q3	$17K	Hold	399	–	–	﹤0.01%	889
2019 Q2	$15K	Hold	399	–	–	﹤0.01%	920
2019 Q1	$14K	Hold	399	–	–	﹤0.01%	866
2018 Q4	$12K	Buy	399 +15	+4%	+$484	﹤0.01%	832
2018 Q3	$12K	Hold	384	–	–	﹤0.01%	913
2018 Q2	$15K	Buy	384 +116	+43%	+$4.22K	﹤0.01%	842
2018 Q1	$10K	Hold	268	–	–	﹤0.01%	919
2017 Q4	$10K	Buy	268 +179	+201%	+$6.53K	﹤0.01%	835
2017 Q3	$3K	Buy	+89	New	+$2.91K	﹤0.01%	954

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valeo Financial Advisors's FNF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Fidelity National Financial (FNF) in Q2 2021, closing a stake of 360 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in FNF in Q3 2017 and held it in 15 quarters. The position peaked at $17K in Q4 2019. 576 funds tracked by Wall St. Rank hold FNF as of Q2 2021.

Valeo Financial Advisors reported no remaining Fidelity National Financial position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 360 Fidelity National Financial shares in Q2 2021, an estimated $14K.
Valeo Financial Advisors first reported a position in Fidelity National Financial in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Fidelity National Financial position peaked at $17K in Q4 2019.
576 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.