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WR Wealth Planners’s Fidelity National Financial FNF Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-16
Closed -$850 – 1179
2024
Q1 		$850 Buy
+16
New +$806 ﹤0.01% 988
2023
Q3 		– Sell
-41
Closed -$1.48K – 925
2023
Q2 		$1.48K Sell
41
-41
-50% -$1.43K ﹤0.01% 804
2023
Q1 		$2.86K Buy
+82
New +$3.23K ﹤0.01% 741

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's FNF Position: Q2 2024 in Review

WR Wealth Planners sold out of Fidelity National Financial (FNF) in Q2 2024, closing a stake of 16 shares — an estimated $850 sold.

WR Wealth Planners first reported a position in FNF in Q1 2023 and held it in 3 quarters. The position peaked at $2.86K in Q1 2023. 661 funds tracked by Wall St. Rank hold FNF as of Q2 2024.

  • WR Wealth Planners reported no remaining Fidelity National Financial position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 16 Fidelity National Financial shares in Q2 2024, an estimated $850.
  • WR Wealth Planners first reported a position in Fidelity National Financial in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Fidelity National Financial position peaked at $2.86K in Q1 2023.
  • 661 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.