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

Buckley 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
2021
Q4 		– Sell
-5,702
Closed -$694K – 132
2021
Q3 		$694K Buy
5,702
+582
+11% +$78.1K 0.22% 74
2021
Q2 		$725K Buy
5,120
+328
+7% +$48.7K 0.25% 69
2021
Q1 		$674K Buy
4,792
+583
+14% +$79.6K 0.25% 71
2020
Q4 		$595K Sell
4,209
-25
-0.6% -$3.57K 0.24% 68
2020
Q3 		$623K Sell
4,234
-1,726
-29% -$249K 0.28% 61
2020
Q2 		$799K Sell
5,960
-337
-5% -$44.3K 0.36% 51
2020
Q1 		$766K Buy
6,297
+1,970
+46% +$274K 0.42% 46
2019
Q4 		$602K Sell
4,327
-217
-5% -$29.1K 0.27% 72
2019
Q3 		$603K Buy
4,544
+518
+13% +$68.8K 0.3% 66
2019
Q2 		$494K Buy
4,026
+94
+2% +$11K 0.23% 84
2019
Q1 		$445K Sell
3,932
-410
-9% -$43.7K 0.21% 95
2018
Q4 		$445K Buy
4,342
+269
+7% +$28K 0.23% 87
2018
Q3 		$444K Buy
4,073
+20
+0.5% +$2.15K 0.19% 99
2018
Q2 		$430K Buy
4,053
+278
+7% +$28.3K 0.2% 101
2018
Q1 		$364K Buy
3,775
+40
+1% +$3.92K 0.18% 116
2017
Q4 		$351K Buy
+3,735
New +$351K 0.18% 119

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buckley Wealth Management's FIS Position: Q4 2021 in Review

Buckley Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2021, closing a stake of 5,702 shares — an estimated $694K sold.

Buckley Wealth Management first reported a position in FIS in Q4 2017 and held it in 16 quarters. The position peaked at $799K in Q2 2020. 1,143 funds tracked by Wall St. Rank hold FIS as of Q4 2021.

  • Buckley Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2021 after selling out during the quarter.
  • Buckley Wealth Management sold 5,702 Fidelity National Information Services shares in Q4 2021, an estimated $694K.
  • Buckley Wealth Management first reported a position in Fidelity National Information Services in Q4 2017 and held it in 16 quarters.
  • Buckley Wealth Management's Fidelity National Information Services position peaked at $799K in Q2 2020.
  • 1,143 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2021.

Based on Buckley Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.