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Carolinas Wealth Consulting’s Fidelity National Information Services FIS Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-25
Closed -$1.87K – 326
2025
Q1 		$1.87K Hold
25
– – ﹤0.01% 816
2024
Q4 		$2.02K Hold
25
– – ﹤0.01% 832
2024
Q3 		$2.09K Hold
25
– – ﹤0.01% 809
2024
Q2 		$1.88K Sell
25
-236
-90% -$17.5K ﹤0.01% 813
2024
Q1 		$19.4K Buy
261
+236
+944% +$15.4K ﹤0.01% 486
2023
Q4 		$1.5K Buy
25
+16
+178% +$878 ﹤0.01% 775
2023
Q3 		$442 Sell
9
-1
-10% -$58 ﹤0.01% 944
2023
Q2 		$547 Buy
+10
New +$550 ﹤0.01% 986
2023
Q1 		– Sell
-259
Closed -$17.5K – 1081
2022
Q4 		$17.5K Sell
259
-181
-41% -$12.9K ﹤0.01% 522
2022
Q3 		$33K Sell
440
-255
-37% -$23.7K 0.01% 381
2022
Q2 		$64K Sell
695
-51
-7% -$5.07K 0.02% 303
2022
Q1 		$75K Sell
746
-12
-2% -$1.25K 0.02% 291
2021
Q4 		$83K Buy
758
+102
+16% +$11.5K 0.02% 285
2021
Q3 		$80K Sell
656
-313
-32% -$42K 0.02% 269
2021
Q2 		$137K Buy
969
+91
+10% +$13.5K 0.03% 222
2021
Q1 		$124K Buy
878
+333
+61% +$45.5K 0.03% 227
2020
Q4 		$77K Buy
545
+126
+30% +$18K 0.02% 268
2020
Q3 		$62K Buy
419
+406
+3,123% +$58.7K 0.02% 252
2020
Q2 		$2K Buy
+13
New +$1.71K ﹤0.01% 488

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Carolinas Wealth Consulting's FIS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 25 shares — an estimated $1.87K sold.

Carolinas Wealth Consulting first reported a position in FIS in Q2 2020 and held it in 19 quarters. The position peaked at $137K in Q2 2021. 1,038 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 Fidelity National Information Services shares in Q2 2025, an estimated $1.87K.
  • Carolinas Wealth Consulting first reported a position in Fidelity National Information Services in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Fidelity National Information Services position peaked at $137K in Q2 2021.
  • 1,038 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.