Curated Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Curated Wealth Partners’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 Q2	–	Sell	-3,216	Closed	-$351K	–	142
2022 Q1	$351K	Hold	3,216	–	–	0.12%	94
2021 Q4	$351K	Sell	3,216 -1,071	-25%	-$121K	0.11%	97
2021 Q3	$522K	Buy	4,287 +732	+21%	+$98.2K	0.29%	72
2021 Q2	$504K	Buy	3,555 +670	+23%	+$99.5K	0.27%	72
2021 Q1	$406K	Buy	2,885 +707	+32%	+$96.6K	0.25%	78
2020 Q4	$308K	Buy	+2,178	New	+$311K	0.2%	101

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curated Wealth Partners's FIS Position: Q2 2022 in Review

Curated Wealth Partners sold out of Fidelity National Information Services (FIS) in Q2 2022, closing a stake of 3,216 shares — an estimated $351K sold.

Curated Wealth Partners first reported a position in FIS in Q4 2020 and held it in 6 quarters. The position peaked at $522K in Q3 2021. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

Curated Wealth Partners reported no remaining Fidelity National Information Services position as of Q2 2022 after selling out during the quarter.
Curated Wealth Partners sold 3,216 Fidelity National Information Services shares in Q2 2022, an estimated $351K.
Curated Wealth Partners first reported a position in Fidelity National Information Services in Q4 2020 and held it in 6 quarters.
Curated Wealth Partners's Fidelity National Information Services position peaked at $522K in Q3 2021.
1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.