Copperwynd Financial’s Fidelity National Information Services FIS Stock Holding History

Copperwynd Financial’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 Q1	–	Sell	-3,420	Closed	-$232K	–	139
2022 Q4	$232K	Sell	3,420 -140	-4%	-$9.95K	0.13%	119
2022 Q3	$269K	Hold	3,560	–	–	0.15%	108
2022 Q2	$326K	Hold	3,560	–	–	0.19%	102
2022 Q1	$357K	Hold	3,560	–	–	0.15%	106
2021 Q4	$389K	Hold	3,560	–	–	0.15%	104
2021 Q3	$433K	Hold	3,560	–	–	0.18%	103
2021 Q2	$504K	Hold	3,560	–	–	0.21%	97
2021 Q1	$501K	Sell	3,560 -20	-0.6%	-$2.73K	0.23%	81
2020 Q4	$506K	Hold	3,580	–	–	0.24%	71
2020 Q3	$527K	Hold	3,580	–	–	0.28%	55
2020 Q2	$480K	Sell	3,580 -13	-0.4%	-$1.71K	0.27%	58
2020 Q1	$437K	Buy	3,593 +33	+0.9%	+$4.58K	0.21%	45
2019 Q4	$495K	Hold	3,560	–	–	0.26%	85
2019 Q3	$471K	Sell	3,560 -46	-1%	-$6.11K	0.27%	83
2019 Q2	$442K	Hold	3,606	–	–	0.25%	68
2019 Q1	$408K	Sell	3,606 -616	-15%	-$65.7K	0.24%	73
2018 Q4	$433K	Hold	4,222	–	–	0.27%	39
2018 Q3	$460K	Hold	4,222	–	–	0.28%	54
2018 Q2	$448K	Hold	4,222	–	–	0.31%	45
2018 Q1	$407K	Hold	4,222	–	–	0.28%	56
2017 Q4	$397K	Buy	+4,222	New	+$397K	0.29%	56

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Copperwynd Financial's FIS Position: Q1 2023 in Review

Copperwynd Financial sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 3,420 shares — an estimated $232K sold.

Copperwynd Financial first reported a position in FIS in Q4 2017 and held it in 21 quarters. The position peaked at $527K in Q3 2020. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

Copperwynd Financial reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
Copperwynd Financial sold 3,420 Fidelity National Information Services shares in Q1 2023, an estimated $232K.
Copperwynd Financial first reported a position in Fidelity National Information Services in Q4 2017 and held it in 21 quarters.
Copperwynd Financial's Fidelity National Information Services position peaked at $527K in Q3 2020.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on Copperwynd Financial's 13F filing for Q1 2023, filed 28 Apr 2023.