Wealth Effects’s Fidelity National Financial FNF Stock Holding History

Wealth Effects’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 Q4	–	Sell	-3,848	Closed	-$239K	–	220
2024 Q3	$239K	Buy	+3,848	New	+$216K	0.08%	179
2022 Q4	–	Sell	-12,144	Closed	-$423K	–	196
2022 Q3	$423K	Buy	12,144 +1	+0%	+$37	0.26%	89
2022 Q2	$432K	Buy	12,143 +2	+0%	+$78	0.26%	92
2022 Q1	$570K	Buy	12,141 +2,939	+32%	+$141K	0.27%	76
2021 Q4	$462K	Buy	+9,202	New	+$440K	0.19%	105

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BWA

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

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

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

Wealth Effects's FNF Position: Q4 2024 in Review

Wealth Effects sold out of Fidelity National Financial (FNF) in Q4 2024, closing a stake of 3,848 shares — an estimated $239K sold.

Wealth Effects first reported a position in FNF in Q4 2021 and held it in 5 quarters. The position peaked at $570K in Q1 2022. 721 funds tracked by Wall St. Rank hold FNF as of Q4 2024.

Wealth Effects reported no remaining Fidelity National Financial position as of Q4 2024 after selling out during the quarter.
Wealth Effects sold 3,848 Fidelity National Financial shares in Q4 2024, an estimated $239K.
Wealth Effects first reported a position in Fidelity National Financial in Q4 2021 and held it in 5 quarters.
Wealth Effects's Fidelity National Financial position peaked at $570K in Q1 2022.
721 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.