West Branch Capital’s First American FAF Stock Holding History

West Branch Capital’s Portfolio FAF Stock Details FAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-332	Closed	-$18.5K	–	457
2023 Q1	$18.5K	Hold	332	–	–	0.01%	238
2022 Q4	$17.4K	Hold	332	–	–	0.01%	239
2022 Q3	$15K	Hold	332	–	–	0.01%	251
2022 Q2	$18K	Hold	332	–	–	0.01%	236
2022 Q1	$22K	Hold	332	–	–	0.01%	242
2021 Q4	$26K	Hold	332	–	–	0.01%	242
2021 Q3	$22K	Hold	332	–	–	0.01%	238
2021 Q2	$21K	Buy	+332	New	+$21.1K	0.01%	247

Other funds holding FAF

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

West Branch Capital's FAF Position: Q2 2023 in Review

West Branch Capital sold out of First American (FAF) in Q2 2023, closing a stake of 332 shares — an estimated $18.5K sold.

West Branch Capital first reported a position in FAF in Q2 2021 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 352 funds tracked by Wall St. Rank hold FAF as of Q2 2023.

West Branch Capital reported no remaining First American position as of Q2 2023 after selling out during the quarter.
West Branch Capital sold 332 First American shares in Q2 2023, an estimated $18.5K.
West Branch Capital first reported a position in First American in Q2 2021 and held it in 8 quarters.
West Branch Capital's First American position peaked at $26K in Q4 2021.
352 funds tracked by Wall St. Rank held First American as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.