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

Affinity 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	-4,895	Closed	-$332K	–	117
2022 Q4	$332K	Sell	4,895 -65	-1%	-$4.62K	0.08%	69
2022 Q3	$375K	Hold	4,960	–	–	0.09%	61
2022 Q2	$465K	Hold	4,960	–	–	0.11%	61
2022 Q1	$507K	Sell	4,960 -4,910	-50%	-$514K	0.1%	59
2021 Q4	$1.13M	Hold	9,870	–	–	0.23%	53
2021 Q3	$1.19M	Sell	9,870 -3,150	-24%	-$422K	0.23%	54
2021 Q2	$1.89M	Hold	13,020	–	–	0.38%	50
2021 Q1	$1.99M	Hold	13,020	–	–	0.41%	47
2020 Q4	$1.67M	Sell	13,020 -90	-0.7%	-$12.8K	0.35%	50
2020 Q3	$1.9M	Buy	13,110 +155	+1%	+$22.4K	0.51%	35
2020 Q2	$1.9M	Hold	12,955	–	–	2.39%	15
2020 Q1	$1.68M	Sell	12,955 -434	-3%	-$60.3K	1%	15
2019 Q4	$1.86M	Hold	13,389	–	–	0.69%	25
2019 Q3	$1.78M	Buy	+13,389	New	+$1.78M	0.71%	24

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

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

Affinity Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 4,895 shares — an estimated $332K sold.

Affinity Wealth Management first reported a position in FIS in Q3 2019 and held it in 14 quarters. The position peaked at $1.99M in Q1 2021. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

Affinity Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
Affinity Wealth Management sold 4,895 Fidelity National Information Services shares in Q1 2023, an estimated $332K.
Affinity Wealth Management first reported a position in Fidelity National Information Services in Q3 2019 and held it in 14 quarters.
Affinity Wealth Management's Fidelity National Information Services position peaked at $1.99M in Q1 2021.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on Affinity Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.