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

Avior 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
2025
Q1 		– Sell
-983
Closed -$79.4K – 1290
2024
Q4 		$79.4K Buy
983
+8
+0.8% +$689 ﹤0.01% 970
2024
Q3 		$81.7K Sell
975
-60
-6% -$4.74K ﹤0.01% 945
2024
Q2 		$78K Sell
1,035
-338
-25% -$25K ﹤0.01% 944
2024
Q1 		$102K Buy
1,373
+551
+67% +$35.9K ﹤0.01% 951
2023
Q4 		$49.4K Sell
822
-113
-12% -$6.2K ﹤0.01% 730
2023
Q3 		$51.7K Sell
935
-241
-20% -$13.9K ﹤0.01% 755
2023
Q2 		$64.3K Hold
1,176
– – ﹤0.01% 709
2023
Q1 		$63.9K Buy
1,176
+354
+43% +$23K ﹤0.01% 721
2022
Q4 		$55.8K Hold
822
– – ﹤0.01% 609
2022
Q3 		$62K Hold
822
– – 0.01% 577
2022
Q2 		$75K Buy
822
+14
+2% +$1.39K 0.01% 522
2022
Q1 		$81K Hold
808
– – 0.01% 535
2021
Q4 		$88K Sell
808
-808
-50% -$91.3K 0.01% 517
2021
Q3 		$196K Buy
1,616
+1,597
+8,405% +$214K 0.02% 421
2021
Q2 		$2K Hold
19
– – ﹤0.01% 903
2021
Q1 		$2K Sell
19
-87
-82% -$11.9K ﹤0.01% 909
2020
Q4 		$15K Sell
106
-189
-64% -$27K ﹤0.01% 653
2020
Q3 		$43K Hold
295
– – 0.01% 512
2020
Q2 		$39K Buy
295
+3
+1% +$394 0.01% 508
2020
Q1 		$35K Hold
292
– – 0.01% 477
2019
Q4 		$40K Hold
292
– – 0.01% 478
2019
Q3 		$38K Buy
292
+282
+2,820% +$37.4K 0.01% 475
2019
Q2 		$1K Buy
+10
New +$1.17K ﹤0.01% 781
2018
Q2 		– Sell
-8
Closed -$1K – 810
2018
Q1 		$1K Hold
8
– – ﹤0.01% 731
2017
Q4 		$1K Buy
+8
New +$752 ﹤0.01% 735

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

Avior Wealth Management's FIS Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 983 shares — an estimated $79.4K sold.

Avior Wealth Management first reported a position in FIS in Q4 2017 and held it in 25 quarters. The position peaked at $196K in Q3 2021. 1,028 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • Avior Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 983 Fidelity National Information Services shares in Q1 2025, an estimated $79.4K.
  • Avior Wealth Management first reported a position in Fidelity National Information Services in Q4 2017 and held it in 25 quarters.
  • Avior Wealth Management's Fidelity National Information Services position peaked at $196K in Q3 2021.
  • 1,028 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.