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Emerson Wealth’s Fidelity National Information Services FIS Stock Holding History

Emerson 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
Q2 		– Sell
-224
Closed -$22K – 60
2022
Q1 		$22K Hold
224
– – 0.01% 44
2021
Q4 		$24K Hold
224
– – 0.01% 38
2021
Q3 		$27K Hold
224
– – 0.02% 32
2021
Q2 		$32K Hold
224
– – 0.02% 31
2021
Q1 		$31K Buy
+224
New +$30.6K 0.02% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Emerson Wealth's FIS Position: Q2 2022 in Review

Emerson Wealth sold out of Fidelity National Information Services (FIS) in Q2 2022, closing a stake of 224 shares — an estimated $22K sold.

Emerson Wealth first reported a position in FIS in Q1 2021 and held it in 5 quarters. The position peaked at $32K in Q2 2021. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

  • Emerson Wealth reported no remaining Fidelity National Information Services position as of Q2 2022 after selling out during the quarter.
  • Emerson Wealth sold 224 Fidelity National Information Services shares in Q2 2022, an estimated $22K.
  • Emerson Wealth first reported a position in Fidelity National Information Services in Q1 2021 and held it in 5 quarters.
  • Emerson Wealth's Fidelity National Information Services position peaked at $32K in Q2 2021.
  • 1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.