Burt Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Burt Wealth 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 Q1	–	Sell	-83	Closed	-$12K	–	183
2020 Q4	$12K	Hold	83	–	–	﹤0.01%	277
2020 Q3	$12K	Hold	83	–	–	﹤0.01%	272
2020 Q2	$11K	Hold	83	–	–	﹤0.01%	261
2020 Q1	$10K	Buy	+83	New	+$11.5K	﹤0.01%	267
2019 Q4	–	Sell	-56	Closed	-$7K	–	340
2019 Q3	$7K	Hold	56	–	–	﹤0.01%	288
2019 Q2	$7K	Hold	56	–	–	﹤0.01%	285
2019 Q1	$6K	Hold	56	–	–	﹤0.01%	295
2018 Q4	$6K	Hold	56	–	–	﹤0.01%	296
2018 Q3	$6K	Hold	56	–	–	﹤0.01%	315
2018 Q2	$6K	Hold	56	–	–	﹤0.01%	304
2018 Q1	$5K	Hold	56	–	–	﹤0.01%	313
2017 Q4	$5K	Hold	56	–	–	﹤0.01%	304
2017 Q3	$5K	Sell	56 -280	-83%	-$25.4K	﹤0.01%	295
2017 Q2	$28K	Hold	336	–	–	0.02%	234
2017 Q1	$27K	Hold	336	–	–	0.02%	211
2016 Q4	$25K	Hold	336	–	–	0.02%	217
2016 Q3	$25K	Hold	336	–	–	0.03%	205
2016 Q2	$24K	Hold	336	–	–	0.03%	200
2016 Q1	$21K	Hold	336	–	–	0.02%	241
2015 Q4	$20K	Hold	336	–	–	0.02%	206
2015 Q3	$22K	Hold	336	–	–	0.03%	174
2015 Q2	$21K	Hold	336	–	–	0.02%	200
2015 Q1	$24K	Hold	336	–	–	0.02%	177
2014 Q4	$22K	Buy	+336	New	+$19.7K	0.02%	182

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's FIS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q1 2021, closing a stake of 83 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in FIS in Q4 2014 and held it in 24 quarters. The position peaked at $28K in Q2 2017. 1,110 funds tracked by Wall St. Rank hold FIS as of Q1 2021.

Burt Wealth Advisors reported no remaining Fidelity National Information Services position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 83 Fidelity National Information Services shares in Q1 2021, an estimated $12K.
Burt Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2014 and held it in 24 quarters.
Burt Wealth Advisors's Fidelity National Information Services position peaked at $28K in Q2 2017.
1,110 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.