WAM
FNF icon

Wealthspire Advisors (Maryland)’s Fidelity National Financial FNF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,734
Closed -$96K – 1014
2019
Q1 		$96K Sell
2,734
-310
-10% -$10.4K 0.01% 652
2018
Q4 		$92K Sell
3,044
-235
-7% -$7.58K 0.01% 633
2018
Q3 		$124K Hold
3,279
– – 0.01% 605
2018
Q2 		$119K Sell
3,279
-2
-0.1% -$73 0.01% 632
2018
Q1 		$126K Sell
3,281
-240
-7% -$9.13K 0.01% 621
2017
Q4 		$133K Sell
3,521
-1,440
-29% -$52.5K 0.01% 614
2017
Q3 		$163K Sell
4,961
-33
-0.7% -$1.08K 0.02% 549
2017
Q2 		$155K Buy
4,994
+189
+4% +$5.45K 0.02% 540
2017
Q1 		$130K Sell
4,805
-1,252
-21% -$31.9K 0.02% 506
2016
Q4 		$143K Buy
6,057
+874
+17% +$21K 0.02% 471
2016
Q3 		$133K Buy
5,183
+5,174
+57,489% +$134K 0.02% 491
2016
Q2 		$0 Sell
9
-3,457
-100% -$81.4K ﹤0.01% 1730
2016
Q1 		$82K Hold
3,466
– – 0.01% 574
2015
Q4 		$83K Buy
+3,466
New +$84.6K 0.02% 575

Other funds holding FNF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FNF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fidelity National Financial (FNF) in Q2 2019, closing a stake of 2,734 shares — an estimated $96K sold.

Wealthspire Advisors (Maryland) first reported a position in FNF in Q4 2015 and held it in 14 quarters. The position peaked at $163K in Q3 2017. 460 funds tracked by Wall St. Rank hold FNF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fidelity National Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,734 Fidelity National Financial shares in Q2 2019, an estimated $96K.
  • Wealthspire Advisors (Maryland) first reported a position in Fidelity National Financial in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Fidelity National Financial position peaked at $163K in Q3 2017.
  • 460 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.