APG
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Abacus Planning Group’s Fidelity National Information Services FIS Stock Holding History

Abacus Planning Group’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,525
Closed -$211K – 229
2024
Q3 		$211K Buy
+2,525
New +$199K 0.04% 200
2021
Q2 		– Sell
-2,177
Closed -$306K – 197
2021
Q1 		$306K Hold
2,177
– – 0.1% 136
2020
Q4 		$308K Sell
2,177
-300
-12% -$42.8K 0.1% 126
2020
Q3 		$365K Hold
2,477
– – 0.13% 101
2020
Q2 		$332K Sell
2,477
-12
-0.5% -$1.58K 0.14% 106
2020
Q1 		$303K Sell
2,489
-20
-0.8% -$2.78K 0.15% 106
2019
Q4 		$349K Buy
2,509
+596
+31% +$79.9K 0.16% 112
2019
Q3 		$254K Buy
+1,913
New +$254K 0.13% 135

Other funds holding FIS

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return