BDO Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$7.68K	Buy	+140	New	+$7.7K	﹤0.01%	731
2022 Q3	–	Sell	-19	Closed	-$1.77K	–	1063
2022 Q2	$2K	Sell	19 -34	-64%	-$3.38K	﹤0.01%	895
2022 Q1	$5K	Hold	53	–	–	﹤0.01%	816
2021 Q4	$6K	Sell	53 -80	-60%	-$9.04K	﹤0.01%	798
2021 Q3	$16K	Hold	133	–	–	﹤0.01%	650
2021 Q2	$19K	Buy	133 +15	+13%	+$2.23K	﹤0.01%	634
2021 Q1	$17K	Sell	118 -105	-47%	-$14.3K	﹤0.01%	637
2020 Q4	$32K	Buy	223 +124	+125%	+$17.7K	﹤0.01%	398
2020 Q3	$15K	Sell	99 -61	-38%	-$8.82K	﹤0.01%	452
2020 Q2	$21K	Hold	160	–	–	﹤0.01%	421
2020 Q1	$19K	Buy	+160	New	+$22.2K	﹤0.01%	458

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BDO Wealth Advisors's FIS Position: Q2 2023 in Review

BDO Wealth Advisors opened a new position in Fidelity National Information Services (FIS) in Q2 2023: 140 shares worth $7.68K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: BDO Wealth Advisors previously reported a position in FIS as recently as Q2 2022.

BDO Wealth Advisors first reported a position in FIS in Q1 2020 and has held it in 11 quarters since. The position peaked at $32K in Q4 2020. 948 funds tracked by Wall St. Rank hold FIS as of Q2 2023.

BDO Wealth Advisors held 140 shares of Fidelity National Information Services worth $7.68K as of Q2 2023.
Fidelity National Information Services was a new BDO Wealth Advisors position in Q2 2023.
Fidelity National Information Services made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #731 holding.
BDO Wealth Advisors first reported a position in Fidelity National Information Services in Q1 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's Fidelity National Information Services position peaked at $32K in Q4 2020.
948 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.