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Axim Planning & Wealth’s Fidelity National Information Services FIS Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-230
Closed -$17K – 75
2022
Q3 		$17K Buy
230
+68
+42% +$6.33K 0.02% 87
2022
Q2 		$15K Buy
+162
New +$16.1K 0.01% 75

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axim Planning & Wealth's FIS Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Fidelity National Information Services (FIS) in Q4 2022, closing a stake of 230 shares — an estimated $17K sold.

Axim Planning & Wealth first reported a position in FIS in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q3 2022. 1,021 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Fidelity National Information Services position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 230 Fidelity National Information Services shares in Q4 2022, an estimated $17K.
  • Axim Planning & Wealth first reported a position in Fidelity National Information Services in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Fidelity National Information Services position peaked at $17K in Q3 2022.
  • 1,021 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.