Baldwin Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Baldwin Wealth Partners’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	-1,495	Closed	-$125K	–	518
2024 Q3	$125K	Buy	1,495 +104	+7%	+$8.21K	0.01%	393
2024 Q2	$105K	Buy	1,391 +41	+3%	+$3.04K	0.01%	258
2024 Q1	$100K	Hold	1,350	–	–	0.01%	275
2023 Q4	$81.1K	Hold	1,350	–	–	0.01%	304
2023 Q3	$74.6K	Hold	1,350	–	–	0.01%	338
2023 Q2	$73.8K	Hold	1,350	–	–	0.01%	357
2023 Q1	$73.3K	Hold	1,350	–	–	0.01%	363
2022 Q4	$91.6K	Buy	1,350 +550	+69%	+$39.1K	0.01%	325
2022 Q3	$61K	Hold	800	–	–	0.01%	306
2022 Q2	$73K	Hold	800	–	–	0.01%	292
2022 Q1	$80K	Hold	800	–	–	0.01%	306
2021 Q4	$87K	Hold	800	–	–	0.01%	287
2021 Q3	$97K	Hold	800	–	–	0.01%	261
2021 Q2	$113K	Hold	800	–	–	0.01%	255
2021 Q1	$112K	Hold	800	–	–	0.01%	247
2020 Q4	$113K	Hold	800	–	–	0.01%	235
2020 Q3	$118K	Buy	+800	New	+$116K	0.02%	213

Other funds holding FIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baldwin Wealth Partners's FIS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 1,495 shares — an estimated $125K sold.

Baldwin Wealth Partners first reported a position in FIS in Q3 2020 and held it in 17 quarters. The position peaked at $125K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

Baldwin Wealth Partners reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,495 Fidelity National Information Services shares in Q4 2024, an estimated $125K.
Baldwin Wealth Partners first reported a position in Fidelity National Information Services in Q3 2020 and held it in 17 quarters.
Baldwin Wealth Partners's Fidelity National Information Services position peaked at $125K in Q3 2024.
1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.