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

Baker Tilly 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 Q2	–	Sell	-2,498	Closed	-$251K	–	505
2022 Q1	$251K	Buy	2,498 +276	+12%	+$28.9K	0.03%	455
2021 Q4	$243K	Buy	2,222 +318	+17%	+$35.9K	0.03%	466
2021 Q3	$232K	Buy	1,904 +336	+21%	+$45.1K	0.03%	460
2021 Q2	$222K	Sell	1,568 -529	-25%	-$78.6K	0.04%	464
2021 Q1	$295K	Buy	+2,097	New	+$286K	0.06%	361

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Tilly Wealth Management's FIS Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2022, closing a stake of 2,498 shares — an estimated $251K sold.

Baker Tilly Wealth Management first reported a position in FIS in Q1 2021 and held it in 5 quarters. The position peaked at $295K in Q1 2021. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

Baker Tilly Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,498 Fidelity National Information Services shares in Q2 2022, an estimated $251K.
Baker Tilly Wealth Management first reported a position in Fidelity National Information Services in Q1 2021 and held it in 5 quarters.
Baker Tilly Wealth Management's Fidelity National Information Services position peaked at $295K in Q1 2021.
1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.