Centerpoint Advisors’s Fidelity National Information Services FIS Stock Holding History

Centerpoint 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
2024 Q4	–	Sell	-53	Closed	-$4K	–	464
2024 Q3	$4K	Hold	53	–	–	﹤0.01%	405
2024 Q2	$4K	Hold	53	–	–	﹤0.01%	385
2024 Q1	$4K	Hold	53	–	–	﹤0.01%	369
2023 Q4	$3K	Hold	53	–	–	﹤0.01%	377
2023 Q3	$3K	Hold	53	–	–	﹤0.01%	419
2023 Q2	$3K	Hold	53	–	–	﹤0.01%	423
2023 Q1	$3K	Hold	53	–	–	﹤0.01%	419
2022 Q4	$4K	Hold	53	–	–	﹤0.01%	359
2022 Q3	$4K	Hold	53	–	–	﹤0.01%	277
2022 Q2	$5K	Hold	53	–	–	﹤0.01%	267
2022 Q1	$5K	Hold	53	–	–	﹤0.01%	271
2021 Q4	$6K	Hold	53	–	–	﹤0.01%	261
2021 Q3	$6K	Hold	53	–	–	﹤0.01%	225
2021 Q2	$8K	Hold	53	–	–	﹤0.01%	214
2021 Q1	$7K	Hold	53	–	–	﹤0.01%	195
2020 Q4	$7K	Hold	53	–	–	﹤0.01%	186
2020 Q3	$8K	Hold	53	–	–	0.01%	155
2020 Q2	$7K	Hold	53	–	–	0.01%	170
2020 Q1	$6K	Hold	53	–	–	0.01%	164
2019 Q4	$7K	Hold	53	–	–	0.01%	181
2019 Q3	$7K	Hold	53	–	–	0.01%	176
2019 Q2	$7K	Hold	53	–	–	0.01%	174
2019 Q1	$6K	Hold	53	–	–	0.01%	177
2018 Q4	$5K	Hold	53	–	–	﹤0.01%	180
2018 Q3	$6K	Hold	53	–	–	﹤0.01%	169
2018 Q2	$6K	Buy	53 +29	+121%	+$2.95K	0.01%	203
2018 Q1	$2K	Buy	+24	New	+$2.35K	﹤0.01%	210

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Centerpoint Advisors's FIS Position: Q4 2024 in Review

Centerpoint Advisors sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 53 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in FIS in Q1 2018 and held it in 27 quarters. The position peaked at $8K in Q2 2021. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

Centerpoint Advisors reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
Centerpoint Advisors sold 53 Fidelity National Information Services shares in Q4 2024, an estimated $4K.
Centerpoint Advisors first reported a position in Fidelity National Information Services in Q1 2018 and held it in 27 quarters.
Centerpoint Advisors's Fidelity National Information Services position peaked at $8K in Q2 2021.
1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Centerpoint Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.