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Winch Advisory Services’s F&G Annuities & Life FG Stock Holding History

Winch Advisory Services’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed – – 448
2023
Q3 		$0 Hold
2
– – ﹤0.01% 429
2023
Q2 		$0 Hold
2
– – ﹤0.01% 426
2023
Q1 		$0 Hold
2
– – ﹤0.01% 422
2022
Q4 		$0 Buy
+2
New +$41 ﹤0.01% 412

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winch Advisory Services's FG Position: Q4 2023 in Review

Winch Advisory Services sold out of F&G Annuities & Life (FG) in Q4 2023, closing a stake of 2 shares.

Winch Advisory Services first reported a position in FG in Q4 2022 and held it in 4 quarters. The position peaked at $0 in Q3 2023. 204 funds tracked by Wall St. Rank hold FG as of Q4 2023.

  • Winch Advisory Services reported no remaining F&G Annuities & Life position as of Q4 2023 after selling out during the quarter.
  • Winch Advisory Services sold 2 F&G Annuities & Life shares in Q4 2023.
  • Winch Advisory Services first reported a position in F&G Annuities & Life in Q4 2022 and held it in 4 quarters.
  • Winch Advisory Services's F&G Annuities & Life position peaked at $0 in Q3 2023.
  • 204 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.