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

BerganKDV 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
2023 Q2	$14.6K	Sell	266 -23	-8%	-$1.27K	﹤0.01%	518
2023 Q1	$15.7K	Sell	289 -3	-1%	-$195	﹤0.01%	541
2022 Q4	$19.8K	Sell	292 -13	-4%	-$924	﹤0.01%	497
2022 Q3	$23K	Sell	305 -14	-4%	-$1.3K	﹤0.01%	472
2022 Q2	$29K	Hold	319	–	–	﹤0.01%	447
2022 Q1	$32K	Sell	319 -235	-42%	-$24.6K	﹤0.01%	451
2021 Q4	$61K	Buy	554 +242	+78%	+$27.3K	0.01%	399
2021 Q3	$38K	Hold	312	–	–	﹤0.01%	437
2021 Q2	$44K	Hold	312	–	–	0.01%	404
2021 Q1	$44K	Hold	312	–	–	0.01%	383
2020 Q4	$44K	Buy	312 +14	+5%	+$2K	0.01%	365
2020 Q3	$44K	Hold	298	–	–	0.01%	351
2020 Q2	$40K	Buy	298 +1	+0.3%	+$131	0.01%	376
2020 Q1	$36K	Hold	297	–	–	0.01%	355
2019 Q4	$41K	Buy	297 +50	+20%	+$6.71K	0.01%	362
2019 Q3	$33K	Hold	247	–	–	0.01%	371
2019 Q2	$30K	Hold	247	–	–	0.01%	377
2019 Q1	$28K	Hold	247	–	–	0.01%	399
2018 Q4	$25K	Hold	247	–	–	0.01%	370
2018 Q3	$27K	Hold	247	–	–	0.01%	381
2018 Q2	$26K	Buy	+247	New	+$25.1K	0.01%	390

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

BerganKDV Wealth Management's FIS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Fidelity National Information Services (FIS) stake by 8% in Q2 2023, selling an estimated $1.27K and leaving 266 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

BerganKDV Wealth Management first reported a position in FIS in Q2 2018 and has held it in 21 quarters since. The position peaked at $61K in Q4 2021. 948 funds tracked by Wall St. Rank hold FIS as of Q2 2023.

BerganKDV Wealth Management held 266 shares of Fidelity National Information Services worth $14.6K as of Q2 2023.
BerganKDV Wealth Management sold 23 Fidelity National Information Services shares in Q2 2023, an estimated $1.27K.
Fidelity National Information Services made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #518 holding.
BerganKDV Wealth Management first reported a position in Fidelity National Information Services in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Fidelity National Information Services position peaked at $61K in Q4 2021.
948 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.