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

Avitas 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
2022
Q3 		– Sell
-19,764
Closed -$1.81M – 198
2022
Q2 		$1.81M Buy
+19,764
New +$1.96M 0.4% 81

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's FIS Position: Q3 2022 in Review

Avitas Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 19,764 shares — an estimated $1.81M sold.

Avitas Wealth Management first reported a position in FIS in Q2 2022 and held it in 1 quarter. The position peaked at $1.81M in Q2 2022. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

  • Avitas Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 19,764 Fidelity National Information Services shares in Q3 2022, an estimated $1.81M.
  • Avitas Wealth Management first reported a position in Fidelity National Information Services in Q2 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Fidelity National Information Services position peaked at $1.81M in Q2 2022.
  • 1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.