Acima Private Wealth’s Fidelity National Information Services FIS Stock Holding History

Acima Private Wealth’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 Q4	–	Sell	-479	Closed	-$26.5K	–	246
2023 Q3	$26.5K	Hold	479	–	–	0.01%	174
2023 Q2	$26.2K	Hold	479	–	–	0.01%	182
2023 Q1	$26K	Hold	479	–	–	0.01%	185
2022 Q4	$32.5K	Hold	479	–	–	0.02%	170
2022 Q3	$36.2K	Hold	479	–	–	0.02%	167
2022 Q2	$43.9K	Hold	479	–	–	0.02%	163
2022 Q1	$48K	Hold	479	–	–	0.02%	166
2021 Q4	$52K	Hold	479	–	–	0.02%	169
2021 Q3	$58K	Hold	479	–	–	0.03%	160
2021 Q2	$68K	Hold	479	–	–	0.03%	155
2021 Q1	$67K	Hold	479	–	–	0.03%	153
2020 Q4	$68K	Hold	479	–	–	0.04%	148
2020 Q3	$71K	Sell	479 -463	-49%	-$66.9K	0.04%	145
2020 Q2	$126K	Hold	942	–	–	0.08%	136
2020 Q1	$115K	Sell	942 -60	-6%	-$8.33K	0.09%	139
2019 Q4	$139K	Hold	1,002	–	–	0.1%	154
2019 Q3	$133K	Hold	1,002	–	–	0.1%	149
2019 Q2	$123K	Hold	1,002	–	–	0.1%	146
2019 Q1	$113K	Hold	1,002	–	–	0.1%	145
2018 Q4	$103K	Buy	+1,002	New	+$104K	0.1%	149

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Acima Private Wealth's FIS Position: Q4 2023 in Review

Acima Private Wealth sold out of Fidelity National Information Services (FIS) in Q4 2023, closing a stake of 479 shares — an estimated $26.5K sold.

Acima Private Wealth first reported a position in FIS in Q4 2018 and held it in 20 quarters. The position peaked at $139K in Q4 2019. 970 funds tracked by Wall St. Rank hold FIS as of Q4 2023.

Acima Private Wealth reported no remaining Fidelity National Information Services position as of Q4 2023 after selling out during the quarter.
Acima Private Wealth sold 479 Fidelity National Information Services shares in Q4 2023, an estimated $26.5K.
Acima Private Wealth first reported a position in Fidelity National Information Services in Q4 2018 and held it in 20 quarters.
Acima Private Wealth's Fidelity National Information Services position peaked at $139K in Q4 2019.
970 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.