Dougherty Wealth Advisers’s Fidelity National Information Services FIS Stock Holding History

Dougherty Wealth Advisers’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	-1,039	Closed	-$113K	–	135
2021 Q4	$113K	Hold	1,039	–	–	0.16%	67
2021 Q3	$126K	Hold	1,039	–	–	0.19%	59
2021 Q2	$147K	Hold	1,039	–	–	0.22%	49
2021 Q1	$146K	Hold	1,039	–	–	0.22%	44
2020 Q4	$147K	Hold	1,039	–	–	0.23%	43
2020 Q3	$153K	Hold	1,039	–	–	0.53%	40
2020 Q2	$139K	Hold	1,039	–	–	0.51%	41
2020 Q1	$126K	Hold	1,039	–	–	0.5%	42
2019 Q4	$145K	Hold	1,039	–	–	0.44%	43
2019 Q3	$138K	Hold	1,039	–	–	0.45%	42
2019 Q2	$127K	Hold	1,039	–	–	0.36%	55
2019 Q1	$118K	Hold	1,039	–	–	0.4%	46
2018 Q4	$113K	Buy	+1,039	New	+$108K	0.37%	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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Dougherty Wealth Advisers's FIS Position: Q1 2022 in Review

Dougherty Wealth Advisers sold out of Fidelity National Information Services (FIS) in Q1 2022, closing a stake of 1,039 shares — an estimated $113K sold.

Dougherty Wealth Advisers first reported a position in FIS in Q4 2018 and held it in 13 quarters. The position peaked at $153K in Q3 2020. 1,106 funds tracked by Wall St. Rank hold FIS as of Q1 2022.

Dougherty Wealth Advisers reported no remaining Fidelity National Information Services position as of Q1 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 1,039 Fidelity National Information Services shares in Q1 2022, an estimated $113K.
Dougherty Wealth Advisers first reported a position in Fidelity National Information Services in Q4 2018 and held it in 13 quarters.
Dougherty Wealth Advisers's Fidelity National Information Services position peaked at $153K in Q3 2020.
1,106 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2022, filed 29 Apr 2022.