American Trust Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

American Trust Investment Advisors’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
2025 Q1	–	Sell	-64,043	Closed	-$5.17M	–	109
2024 Q4	$5.17M	Buy	64,043 +1,145	+2%	+$98.6K	2.12%	16
2024 Q3	$5.27M	Buy	62,898 +3,331	+6%	+$263K	2.16%	18
2024 Q2	$4.49M	Buy	59,567 +400	+0.7%	+$29.6K	2.18%	19
2024 Q1	$4.39M	Buy	59,167 +1,025	+2%	+$66.7K	2.09%	18
2023 Q4	$3.49M	Buy	+58,142	New	+$3.19M	1.81%	28

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Trust Investment Advisors's FIS Position: Q1 2025 in Review

American Trust Investment Advisors sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 64,043 shares — an estimated $5.17M sold.

American Trust Investment Advisors first reported a position in FIS in Q4 2023 and held it in 5 quarters. The position peaked at $5.27M in Q3 2024. 1,025 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

American Trust Investment Advisors reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
American Trust Investment Advisors sold 64,043 Fidelity National Information Services shares in Q1 2025, an estimated $5.17M.
American Trust Investment Advisors first reported a position in Fidelity National Information Services in Q4 2023 and held it in 5 quarters.
American Trust Investment Advisors's Fidelity National Information Services position peaked at $5.27M in Q3 2024.
1,025 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on American Trust Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.