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WealthShield Partners’s Fidelity National Financial FNF Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-454
Closed -$19K – 410
2021
Q2 		$19K Hold
454
– – ﹤0.01% 655
2021
Q1 		$18K Buy
+454
New +$17.2K ﹤0.01% 683

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BWA
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Principal Financial Group
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State Street
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WPL
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CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthShield Partners's FNF Position: Q3 2021 in Review

WealthShield Partners sold out of Fidelity National Financial (FNF) in Q3 2021, closing a stake of 454 shares — an estimated $19K sold.

WealthShield Partners first reported a position in FNF in Q1 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 581 funds tracked by Wall St. Rank hold FNF as of Q3 2021.

  • WealthShield Partners reported no remaining Fidelity National Financial position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 454 Fidelity National Financial shares in Q3 2021, an estimated $19K.
  • WealthShield Partners first reported a position in Fidelity National Financial in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Fidelity National Financial position peaked at $19K in Q2 2021.
  • 581 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.