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

Claro 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	-2,478	Closed	-$208K	–	510
2024 Q3	$208K	Buy	+2,478	New	+$196K	0.03%	479
2023 Q4	–	Sell	-9,619	Closed	-$532K	–	401
2023 Q3	$532K	Buy	9,619 +1,747	+22%	+$101K	0.13%	189
2023 Q2	$431K	Buy	7,872 +1,314	+20%	+$72.3K	0.11%	213
2023 Q1	$356K	Buy	6,558 +977	+18%	+$63.6K	0.1%	225
2022 Q4	$379K	Buy	5,581 +1,410	+34%	+$100K	0.12%	202
2022 Q3	$382K	Hold	4,171	–	–	0.15%	159
2022 Q2	$382K	Buy	+4,171	New	+$414K	0.15%	159
2021 Q4	–	Sell	-1,897	Closed	-$231K	–	291
2021 Q3	$231K	Buy	+1,897	New	+$254K	0.1%	216
2019 Q1	–	Sell	-29	Closed	-$3K	–	435
2018 Q4	$3K	Buy	+29	New	+$3.02K	﹤0.01%	858

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

Claro Advisors's FIS Position: Q4 2024 in Review

Claro Advisors sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 2,478 shares — an estimated $208K sold.

Claro Advisors first reported a position in FIS in Q4 2018 and held it in 9 quarters. The position peaked at $532K in Q3 2023. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

Claro Advisors reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
Claro Advisors sold 2,478 Fidelity National Information Services shares in Q4 2024, an estimated $208K.
Claro Advisors first reported a position in Fidelity National Information Services in Q4 2018 and held it in 9 quarters.
Claro Advisors's Fidelity National Information Services position peaked at $532K in Q3 2023.
1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

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