Accurate Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Accurate Wealth Management’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
2023 Q1	–	Sell	-749	Closed	-$51.7K	–	662
2022 Q4	$51.7K	Buy	+749	New	+$53.2K	0.02%	448
2022 Q3	–	Sell	-8,143	Closed	-$764K	–	197
2022 Q2	$764K	Buy	+8,143	New	+$809K	0.42%	51
2022 Q1	–	Sell	-5,762	Closed	-$898K	–	185
2021 Q4	$898K	Buy	5,762 +4	+0.1%	+$452	0.73%	30
2021 Q3	$900K	Buy	+5,758	New	+$772K	0.78%	29

Other funds holding FIS

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accurate Wealth Management's FIS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 749 shares — an estimated $51.7K sold.

Accurate Wealth Management first reported a position in FIS in Q3 2021 and held it in 4 quarters. The position peaked at $900K in Q3 2021. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

Accurate Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 749 Fidelity National Information Services shares in Q1 2023, an estimated $51.7K.
Accurate Wealth Management first reported a position in Fidelity National Information Services in Q3 2021 and held it in 4 quarters.
Accurate Wealth Management's Fidelity National Information Services position peaked at $900K in Q3 2021.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.