Winch Advisory Services’s Fidelity National Financial FNF Stock Holding History

Winch Advisory Services’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
2023 Q4	–	Sell	-38	Closed	-$2K	–	449
2023 Q3	$2K	Buy	38 +1	+3%	+$40	﹤0.01%	355
2023 Q2	$1K	Hold	37	–	–	﹤0.01%	389
2023 Q1	$1K	Buy	37 +1	+3%	+$39	﹤0.01%	384
2022 Q4	$1K	Sell	36 -1	-3%	-$38	﹤0.01%	370
2022 Q3	$1K	Buy	37 +1	+3%	+$37	﹤0.01%	357
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	383
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	377
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	397
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	408
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	417
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	418
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	399
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	360
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	357
2020 Q1	$1K	Buy	+36	New	+$1.41K	﹤0.01%	310

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Winch Advisory Services sold out of Fidelity National Financial (FNF) in Q4 2023, closing a stake of 38 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in FNF in Q1 2020 and held it in 15 quarters. The position peaked at $2K in Q3 2023. 649 funds tracked by Wall St. Rank hold FNF as of Q4 2023.

Winch Advisory Services reported no remaining Fidelity National Financial position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 38 Fidelity National Financial shares in Q4 2023, an estimated $2K.
Winch Advisory Services first reported a position in Fidelity National Financial in Q1 2020 and held it in 15 quarters.
Winch Advisory Services's Fidelity National Financial position peaked at $2K in Q3 2023.
649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2023.

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