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Beacon Pointe Advisors’s Fidelity National Information Services FIS Stock Holding History

Beacon Pointe 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
2024
Q4 		– Sell
-3,080
Closed -$258K – 1233
2024
Q3 		$258K Sell
3,080
-177
-5% -$14K ﹤0.01% 1080
2024
Q2 		$245K Sell
3,257
-295
-8% -$21.8K ﹤0.01% 1122
2024
Q1 		$264K Buy
3,552
+87
+3% +$5.66K ﹤0.01% 1155
2023
Q4 		$208K Sell
3,465
-5,910
-63% -$324K ﹤0.01% 1212
2023
Q3 		$518K Buy
9,375
+2,391
+34% +$138K 0.01% 857
2023
Q2 		$382K Sell
6,984
-364
-5% -$20K 0.01% 804
2023
Q1 		$399K Buy
7,348
+588
+9% +$38.3K 0.01% 832
2022
Q4 		$459K Buy
6,760
+3,085
+84% +$219K 0.01% 719
2022
Q3 		$282K Sell
3,675
-885
-19% -$82.4K 0.01% 818
2022
Q2 		$420K Buy
4,560
+269
+6% +$26.7K 0.01% 706
2022
Q1 		$431K Buy
4,291
+1,695
+65% +$177K 0.01% 848
2021
Q4 		$283K Sell
2,596
-10,732
-81% -$1.21M 0.01% 754
2021
Q3 		$1.62M Buy
13,328
+10,429
+360% +$1.4M 0.04% 320
2021
Q2 		$411K Sell
2,899
-402
-12% -$59.7K 0.01% 551
2021
Q1 		$465K Buy
3,301
+554
+20% +$75.7K 0.03% 309
2020
Q4 		$389K Buy
2,747
+127
+5% +$18.1K 0.03% 319
2020
Q3 		$386K Sell
2,620
-1
-0% -$145 0.04% 261
2020
Q2 		$351K Buy
2,621
+424
+19% +$55.7K 0.04% 281
2020
Q1 		$268K Sell
2,197
-588
-21% -$81.7K 0.04% 246
2019
Q4 		$387K Buy
2,785
+1
+0% +$134 0.12% 146
2019
Q3 		$370K Buy
2,784
+2
+0.1% +$266 0.16% 121
2019
Q2 		$341K Buy
+2,782
New +$327K 0.12% 148

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 $3.37T AUM 44.26% 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

Beacon Pointe Advisors's FIS Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 3,080 shares — an estimated $258K sold.

Beacon Pointe Advisors first reported a position in FIS in Q2 2019 and held it in 22 quarters. The position peaked at $1.62M in Q3 2021. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 3,080 Fidelity National Information Services shares in Q4 2024, an estimated $258K.
  • Beacon Pointe Advisors first reported a position in Fidelity National Information Services in Q2 2019 and held it in 22 quarters.
  • Beacon Pointe Advisors's Fidelity National Information Services position peaked at $1.62M in Q3 2021.
  • 1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.