BSW Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

BSW Wealth Partners’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 Q4	–	Sell	-3,559	Closed	-$269K	–	318
2022 Q3	$269K	Sell	3,559 -36	-1%	-$3.35K	0.07%	202
2022 Q2	$330K	Sell	3,595 -1,089	-23%	-$108K	0.08%	175
2022 Q1	$470K	Buy	4,684 +1,582	+51%	+$165K	0.12%	129
2021 Q4	$339K	Sell	3,102 -665	-18%	-$75.1K	0.09%	174
2021 Q3	$458K	Buy	3,767 +1,045	+38%	+$140K	0.13%	112
2021 Q2	$386K	Buy	2,722 +17	+0.6%	+$2.52K	0.11%	128
2021 Q1	$380K	Buy	2,705 +152	+6%	+$20.8K	0.11%	110
2020 Q4	$361K	Buy	+2,553	New	+$364K	0.11%	106

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BSW Wealth Partners's FIS Position: Q4 2022 in Review

BSW Wealth Partners sold out of Fidelity National Information Services (FIS) in Q4 2022, closing a stake of 3,559 shares — an estimated $269K sold.

BSW Wealth Partners first reported a position in FIS in Q4 2020 and held it in 8 quarters. The position peaked at $470K in Q1 2022. 1,021 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

BSW Wealth Partners reported no remaining Fidelity National Information Services position as of Q4 2022 after selling out during the quarter.
BSW Wealth Partners sold 3,559 Fidelity National Information Services shares in Q4 2022, an estimated $269K.
BSW Wealth Partners first reported a position in Fidelity National Information Services in Q4 2020 and held it in 8 quarters.
BSW Wealth Partners's Fidelity National Information Services position peaked at $470K in Q1 2022.
1,021 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.