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

Axxcess 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
2024
Q4 		– Sell
-2,392
Closed -$200K – 882
2024
Q3 		$200K Sell
2,392
-578
-19% -$45.6K ﹤0.01% 848
2024
Q2 		$224K Buy
+2,970
New +$220K 0.01% 755

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Axxcess Wealth Management's FIS Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 2,392 shares — an estimated $200K sold.

Axxcess Wealth Management first reported a position in FIS in Q2 2024 and held it in 2 quarters. The position peaked at $224K in Q2 2024. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,392 Fidelity National Information Services shares in Q4 2024, an estimated $200K.
  • Axxcess Wealth Management first reported a position in Fidelity National Information Services in Q2 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Fidelity National Information Services position peaked at $224K in Q2 2024.
  • 1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.