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Cherry Tree Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Cherry Tree 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
2023
Q3 		– Sell
-2
Closed -$83 – 597
2023
Q2 		$83 Buy
+2
New +$110 ﹤0.01% 609

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Bank of America
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Cherry Tree Wealth Management's FIS Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2023, closing a stake of 2 shares — an estimated $83 sold.

Cherry Tree Wealth Management first reported a position in FIS in Q2 2023 and held it in 1 quarter. The position peaked at $83 in Q2 2023. 924 funds tracked by Wall St. Rank hold FIS as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 Fidelity National Information Services shares in Q3 2023, an estimated $83.
  • Cherry Tree Wealth Management first reported a position in Fidelity National Information Services in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Fidelity National Information Services position peaked at $83 in Q2 2023.
  • 924 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.