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EnRich Financial Partners’s Fidelity National Information Services FIS Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-251
Closed -$20.3K – 112
2024
Q4 		$20.3K Hold
251
– – 0.01% 138
2024
Q3 		$21K Hold
251
– – 0.01% 132
2024
Q2 		$18.9K Hold
251
– – 0.01% 144
2024
Q1 		$18.6K Buy
+251
New +$16.3K 0.01% 133

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EnRich Financial Partners's FIS Position: Q1 2025 in Review

EnRich Financial Partners sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 251 shares — an estimated $20.3K sold.

EnRich Financial Partners first reported a position in FIS in Q1 2024 and held it in 4 quarters. The position peaked at $21K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • EnRich Financial Partners reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 251 Fidelity National Information Services shares in Q1 2025, an estimated $20.3K.
  • EnRich Financial Partners first reported a position in Fidelity National Information Services in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Fidelity National Information Services position peaked at $21K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.