Wambolt & Associates’s Fidelity National Financial FNF Stock Holding History

Wambolt & Associates’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
2022 Q3	–	Sell	-5,710	Closed	-$203K	–	238
2022 Q2	$203K	Hold	5,710	–	–	0.08%	227
2022 Q1	$258K	Hold	5,710	–	–	0.09%	215
2021 Q4	$286K	Hold	5,710	–	–	0.1%	204
2021 Q3	$251K	Hold	5,710	–	–	0.1%	212
2021 Q2	$242K	Hold	5,710	–	–	0.1%	216
2021 Q1	$227K	Hold	5,710	–	–	0.12%	198
2020 Q4	$215K	Buy	+5,710	New	+$193K	0.13%	192

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

BWA

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

WPL

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wambolt & Associates's FNF Position: Q3 2022 in Review

Wambolt & Associates sold out of Fidelity National Financial (FNF) in Q3 2022, closing a stake of 5,710 shares — an estimated $203K sold.

Wambolt & Associates first reported a position in FNF in Q4 2020 and held it in 7 quarters. The position peaked at $286K in Q4 2021. 588 funds tracked by Wall St. Rank hold FNF as of Q3 2022.

Wambolt & Associates reported no remaining Fidelity National Financial position as of Q3 2022 after selling out during the quarter.
Wambolt & Associates sold 5,710 Fidelity National Financial shares in Q3 2022, an estimated $203K.
Wambolt & Associates first reported a position in Fidelity National Financial in Q4 2020 and held it in 7 quarters.
Wambolt & Associates's Fidelity National Financial position peaked at $286K in Q4 2021.
588 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2022.

Based on Wambolt & Associates's 13F filing for Q3 2022, filed 19 Oct 2022.