CAWM
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Capital A Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Capital A 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
2025
Q1 		– Sell
-8
Closed -$646 – 777
2024
Q4 		$646 Buy
+8
New +$689 ﹤0.01% 622

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital A Wealth Management's FIS Position: Q1 2025 in Review

Capital A Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 8 shares — an estimated $646 sold.

Capital A Wealth Management first reported a position in FIS in Q4 2024 and held it in 1 quarter. The position peaked at $646 in Q4 2024. 1,028 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • Capital A Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 8 Fidelity National Information Services shares in Q1 2025, an estimated $646.
  • Capital A Wealth Management first reported a position in Fidelity National Information Services in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Fidelity National Information Services position peaked at $646 in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.