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

AllSquare 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
2022 Q3	–	Sell	-462	Closed	-$43K	–	513
2022 Q2	$42K	Hold	462	–	–	0.03%	216
2022 Q1	$46K	Buy	462 +98	+27%	+$10.3K	0.03%	234
2021 Q4	$40K	Sell	364 -67	-16%	-$7.57K	0.02%	248
2021 Q3	$52K	Buy	431 +95	+28%	+$12.7K	0.03%	219
2021 Q2	$48K	Buy	336 +85	+34%	+$12.6K	0.03%	238
2021 Q1	$35K	Buy	251 +12	+5%	+$1.64K	0.02%	266
2020 Q4	$34K	Hold	239	–	–	0.02%	234
2020 Q3	$35K	Hold	239	–	–	0.03%	231
2020 Q2	$32K	Sell	239 -83	-26%	-$10.9K	0.02%	223
2020 Q1	$39K	Hold	322	–	–	0.03%	179
2019 Q4	$45K	Sell	322 -48	-13%	-$6.44K	0.03%	191
2019 Q3	$49K	Buy	+370	New	+$49.1K	0.04%	188

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

AllSquare Wealth Management's FIS Position: Q3 2022 in Review

AllSquare Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 462 shares — an estimated $43K sold.

AllSquare Wealth Management first reported a position in FIS in Q3 2019 and held it in 12 quarters. The position peaked at $52K in Q3 2021. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

AllSquare Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
AllSquare Wealth Management sold 462 Fidelity National Information Services shares in Q3 2022, an estimated $43K.
AllSquare Wealth Management first reported a position in Fidelity National Information Services in Q3 2019 and held it in 12 quarters.
AllSquare Wealth Management's Fidelity National Information Services position peaked at $52K in Q3 2021.
1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on AllSquare Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.