BFO
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Boston Family Office’s Fidelity National Information Services FIS Stock Holding History

Boston Family Office’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
2022
Q3 		– Sell
-3,281
Closed -$301K – 265
2022
Q2 		$301K Sell
3,281
-1,664
-34% -$165K 0.03% 232
2022
Q1 		$497K Sell
4,945
-833
-14% -$87.1K 0.04% 205
2021
Q4 		$631K Sell
5,778
-507
-8% -$57.3K 0.04% 196
2021
Q3 		$765K Sell
6,285
-785
-11% -$105K 0.06% 173
2021
Q2 		$1M Hold
7,070
– – 0.07% 160
2021
Q1 		$1.03M Sell
7,070
-684
-9% -$93.4K 0.08% 161
2020
Q4 		$1.1M Sell
7,754
-431
-5% -$61.5K 0.08% 153
2020
Q3 		$1.21M Sell
8,185
-38
-0.5% -$5.49K 0.11% 130
2020
Q2 		$1.1M Hold
8,223
– – 0.11% 135
2020
Q1 		$1M Buy
8,223
+336
+4% +$46.7K 0.12% 129
2019
Q4 		$1.1M Sell
7,887
-687
-8% -$92.1K 0.1% 139
2019
Q3 		$1.14M Buy
8,574
+5,899
+221% +$783K 0.12% 137
2019
Q2 		$328K Hold
2,675
– – 0.03% 227
2019
Q1 		$303K Hold
2,675
– – 0.03% 224
2018
Q4 		$274K Hold
2,675
– – 0.03% 226
2018
Q3 		$292K Hold
2,675
– – 0.03% 235
2018
Q2 		$284K Hold
2,675
– – 0.03% 232
2018
Q1 		$258K Hold
2,675
– – 0.03% 237
2017
Q4 		$252K Buy
+2,675
New +$251K 0.03% 239

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Family Office's FIS Position: Q3 2022 in Review

Boston Family Office sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 3,281 shares — an estimated $301K sold.

Boston Family Office first reported a position in FIS in Q4 2017 and held it in 19 quarters. The position peaked at $1.21M in Q3 2020. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

  • Boston Family Office reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
  • Boston Family Office sold 3,281 Fidelity National Information Services shares in Q3 2022, an estimated $301K.
  • Boston Family Office first reported a position in Fidelity National Information Services in Q4 2017 and held it in 19 quarters.
  • Boston Family Office's Fidelity National Information Services position peaked at $1.21M in Q3 2020.
  • 1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on Boston Family Office's 13F filing for Q3 2022, filed 8 Nov 2022.