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Crestmont Private Wealth’s Fidelity National Information Services FIS Stock Holding History

Crestmont Private Wealth’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
-70
Closed -$8K – 57
2021
Q4 		$8K Buy
+70
New +$7.91K 0.01% 39

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
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

Crestmont Private Wealth's FIS Position: Q1 2022 in Review

Crestmont Private Wealth sold out of Fidelity National Information Services (FIS) in Q1 2022, closing a stake of 70 shares — an estimated $8K sold.

Crestmont Private Wealth first reported a position in FIS in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold FIS as of Q1 2022.

  • Crestmont Private Wealth reported no remaining Fidelity National Information Services position as of Q1 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 70 Fidelity National Information Services shares in Q1 2022, an estimated $8K.
  • Crestmont Private Wealth first reported a position in Fidelity National Information Services in Q4 2021 and held it in 1 quarter.
  • Crestmont Private Wealth's Fidelity National Information Services position peaked at $8K in Q4 2021.
  • 1,106 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2022.

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