Atlas Financial Advisors’s Fidelity National Information Services FIS Stock Holding History

Atlas Financial 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
2024 Q3	–	Sell	-4,249	Closed	-$320K	–	37
2024 Q2	$320K	Sell	4,249 -666	-14%	-$49.3K	0.53%	24
2024 Q1	$365K	Buy	4,915 +338	+7%	+$22K	0.57%	22
2023 Q4	$275K	Sell	4,577 -4,368	-49%	-$240K	0.45%	24
2023 Q3	$494K	Buy	8,945 +4,791	+115%	+$276K	0.39%	20
2023 Q2	$227K	Buy	+4,154	New	+$229K	0.32%	24

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Atlas Financial Advisors's FIS Position: Q3 2024 in Review

Atlas Financial Advisors sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 4,249 shares — an estimated $320K sold.

Atlas Financial Advisors first reported a position in FIS in Q2 2023 and held it in 5 quarters. The position peaked at $494K in Q3 2023. 1,051 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

Atlas Financial Advisors reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
Atlas Financial Advisors sold 4,249 Fidelity National Information Services shares in Q3 2024, an estimated $320K.
Atlas Financial Advisors first reported a position in Fidelity National Information Services in Q2 2023 and held it in 5 quarters.
Atlas Financial Advisors's Fidelity National Information Services position peaked at $494K in Q3 2023.
1,051 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Atlas Financial Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.