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Confluence Wealth Services’s Fidelity National Information Services FIS Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-675
Closed -$73K – 551
2021
Q4 		$73K Buy
+675
New +$76.3K 0.02% 381

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Confluence Wealth Services's FIS Position: Q1 2022 in Review

Confluence Wealth Services sold out of Fidelity National Information Services (FIS) in Q1 2022, closing a stake of 675 shares — an estimated $73K sold.

Confluence Wealth Services first reported a position in FIS in Q4 2021 and held it in 1 quarter. The position peaked at $73K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold FIS as of Q1 2022.

  • Confluence Wealth Services reported no remaining Fidelity National Information Services position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 675 Fidelity National Information Services shares in Q1 2022, an estimated $73K.
  • Confluence Wealth Services first reported a position in Fidelity National Information Services in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Fidelity National Information Services position peaked at $73K in Q4 2021.
  • 1,106 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.