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

Engrave 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
2020
Q3 		– Sell
-267
Closed -$35K – 188
2020
Q2 		$35K Buy
267
+48
+22% +$6.3K 0.03% 136
2020
Q1 		$26K Sell
219
-104
-32% -$14.4K 0.03% 138
2019
Q4 		$44K Buy
+323
New +$43.3K 0.04% 138

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Engrave Wealth Partners's FIS Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Fidelity National Information Services (FIS) in Q3 2020, closing a stake of 267 shares — an estimated $35K sold.

Engrave Wealth Partners first reported a position in FIS in Q4 2019 and held it in 3 quarters. The position peaked at $44K in Q4 2019. 1,105 funds tracked by Wall St. Rank hold FIS as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Fidelity National Information Services position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 267 Fidelity National Information Services shares in Q3 2020, an estimated $35K.
  • Engrave Wealth Partners first reported a position in Fidelity National Information Services in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Fidelity National Information Services position peaked at $44K in Q4 2019.
  • 1,105 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.