CWS Financial Advisors’s Fidelity National Information Services FIS Stock Holding History

CWS Financial Advisors’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	-1,775	Closed	-$250K	–	150
2022 Q4	$250K	Buy	+1,775	New	+$126K	0.11%	119
2022 Q3	–	Sell	-2,294	Closed	-$210K	–	153
2022 Q2	$210K	Buy	2,294 +19	+0.8%	+$1.89K	0.1%	135
2022 Q1	$228K	Buy	2,275 +422	+23%	+$44.1K	0.09%	141
2021 Q4	$202K	Buy	+1,853	New	+$209K	0.07%	146
2021 Q2	$261K	Buy	1,839 +64	+4%	+$9.51K	0.1%	123
2021 Q1	$250K	Buy	1,775 +262	+17%	+$35.8K	0.11%	119
2020 Q4	$214K	Sell	1,513 -8	-0.5%	-$1.14K	0.12%	126
2020 Q3	$224K	Hold	1,521	–	–	0.15%	114
2020 Q2	$204K	Buy	1,521 +48	+3%	+$6.3K	0.15%	116
2020 Q1	$205K	Hold	1,473	–	–	0.15%	119
2019 Q4	$205K	Buy	+1,473	New	+$198K	0.15%	119

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

CWS Financial Advisors's FIS Position: Q1 2023 in Review

CWS Financial Advisors sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 1,775 shares — an estimated $250K sold.

CWS Financial Advisors first reported a position in FIS in Q4 2019 and held it in 11 quarters. The position peaked at $261K in Q2 2021. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

CWS Financial Advisors reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
CWS Financial Advisors sold 1,775 Fidelity National Information Services shares in Q1 2023, an estimated $250K.
CWS Financial Advisors first reported a position in Fidelity National Information Services in Q4 2019 and held it in 11 quarters.
CWS Financial Advisors's Fidelity National Information Services position peaked at $261K in Q2 2021.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on CWS Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.