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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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. 1,052 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.
1,052 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.