Curi Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-408	Closed	-$37K	–	375
2022 Q2	$37K	Buy	408 +1	+0.2%	+$99	0.01%	251
2022 Q1	$40K	Buy	407 +204	+100%	+$21.3K	0.01%	232
2021 Q4	$22K	Buy	+203	New	+$22.9K	﹤0.01%	241
2021 Q1	–	Sell	-204	Closed	-$28K	–	238
2020 Q4	$28K	Buy	+204	New	+$29.1K	0.02%	186

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Curi Wealth Management's FIS Position: Q3 2022 in Review

Curi Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 408 shares — an estimated $37K sold.

Curi Wealth Management first reported a position in FIS in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q1 2022. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

Curi Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 408 Fidelity National Information Services shares in Q3 2022, an estimated $37K.
Curi Wealth Management first reported a position in Fidelity National Information Services in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Fidelity National Information Services position peaked at $40K in Q1 2022.
1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.