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

Cassady Schiller 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
2024 Q4	$969	Buy	+12	New	+$1.03K	﹤0.01%	798
2022 Q1	–	Sell	-9	Closed	-$1K	–	283
2021 Q4	$1K	Buy	+9	New	+$1.02K	﹤0.01%	453

Other funds holding FIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cassady Schiller Wealth Management's FIS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Fidelity National Information Services (FIS) in Q4 2024: 12 shares worth $969. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in FIS as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in FIS in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

Cassady Schiller Wealth Management held 12 shares of Fidelity National Information Services worth $969 as of Q4 2024.
Fidelity National Information Services was a new Cassady Schiller Wealth Management position in Q4 2024.
Fidelity National Information Services made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #798 holding.
Cassady Schiller Wealth Management first reported a position in Fidelity National Information Services in Q4 2021 and has held it in 2 quarters since.
Cassady Schiller Wealth Management's Fidelity National Information Services position peaked at $1K in Q4 2021.
1,074 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.