Berman Capital Advisors’s Fidelity National Information Services FIS Stock Holding History

Berman Capital 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
2021 Q3	$176K	Sell	1,459 -1,270	-47%	-$170K	0.03%	289
2021 Q2	$385K	Buy	2,729 +1,153	+73%	+$171K	0.06%	148
2021 Q1	$221K	Buy	1,576 +212	+16%	+$29K	0.05%	179
2020 Q4	$193K	Buy	1,364 +22	+2%	+$3.14K	0.05%	170
2020 Q3	$196K	Sell	1,342 -69	-5%	-$9.97K	0.06%	148
2020 Q2	$189K	Buy	1,411 +516	+58%	+$67.8K	0.05%	150
2020 Q1	$107K	Buy	895 +233	+35%	+$32.4K	0.03%	183
2019 Q4	$91K	Buy	662 +19	+3%	+$2.55K	0.03%	232
2019 Q3	$85K	Buy	643 +315	+96%	+$41.8K	0.03%	229
2019 Q2	$40K	Buy	328 +16	+5%	+$1.88K	0.01%	348
2019 Q1	$35K	Buy	312 +96	+44%	+$10.2K	0.01%	334
2018 Q4	$22K	Buy	+216	New	+$22.5K	0.01%	370

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Berman Capital Advisors's FIS Position: Q3 2021 in Review

Berman Capital Advisors reduced its Fidelity National Information Services (FIS) stake by 47% in Q3 2021, selling an estimated $170K and leaving 1,459 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #289.

Berman Capital Advisors first reported a position in FIS in Q4 2018 and has held it in 12 quarters since. The position peaked at $385K in Q2 2021. 1,085 funds tracked by Wall St. Rank hold FIS as of Q3 2021.

Berman Capital Advisors held 1,459 shares of Fidelity National Information Services worth $176K as of Q3 2021.
Berman Capital Advisors sold 1,270 Fidelity National Information Services shares in Q3 2021, an estimated $170K.
Fidelity National Information Services made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #289 holding.
Berman Capital Advisors first reported a position in Fidelity National Information Services in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Fidelity National Information Services position peaked at $385K in Q2 2021.
1,085 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.