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CLA (CliftonLarsonAllen) Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-2,365
Closed -$288K – 211
2021
Q3 		$288K Buy
2,365
+11
+0.5% +$1.48K 0.01% 273
2021
Q2 		$334K Buy
+2,354
New +$350K 0.01% 265

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's FIS Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q4 2021, closing a stake of 2,365 shares — an estimated $288K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FIS in Q2 2021 and held it in 2 quarters. The position peaked at $334K in Q2 2021. 1,143 funds tracked by Wall St. Rank hold FIS as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Fidelity National Information Services position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,365 Fidelity National Information Services shares in Q4 2021, an estimated $288K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Fidelity National Information Services in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Fidelity National Information Services position peaked at $334K in Q2 2021.
  • 1,143 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.