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

AssuredPartners 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
-5,199
Closed -$420K – 330
2024
Q4 		$420K Buy
+5,199
New +$448K 0.08% 217

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssuredPartners Investment Advisors's FIS Position: Q1 2025 in Review

AssuredPartners Investment Advisors sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 5,199 shares — an estimated $420K sold.

AssuredPartners Investment Advisors first reported a position in FIS in Q4 2024 and held it in 1 quarter. The position peaked at $420K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • AssuredPartners Investment Advisors reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 5,199 Fidelity National Information Services shares in Q1 2025, an estimated $420K.
  • AssuredPartners Investment Advisors first reported a position in Fidelity National Information Services in Q4 2024 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's Fidelity National Information Services position peaked at $420K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.