Evermay Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Evermay Wealth Management’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
2024 Q1	–	Sell	-6	Closed	-$361	–	657
2023 Q4	$361	Buy	+6	New	+$329	﹤0.01%	609
2021 Q3	–	Sell	-2,266	Closed	-$321K	–	487
2021 Q2	$321K	Hold	2,266	–	–	0.06%	134
2021 Q1	$319K	Hold	2,266	–	–	0.06%	132
2020 Q4	$321K	Hold	2,266	–	–	0.07%	126
2020 Q3	$334K	Hold	2,266	–	–	0.08%	110
2020 Q2	$304K	Hold	2,266	–	–	0.08%	113
2020 Q1	$276K	Hold	2,266	–	–	0.08%	112
2019 Q4	$315K	Hold	2,266	–	–	0.08%	120
2019 Q3	$301K	Hold	2,266	–	–	0.08%	117
2019 Q2	$278K	Hold	2,266	–	–	0.08%	122
2019 Q1	$256K	Sell	2,266 -740	-25%	-$78.9K	0.07%	124
2018 Q4	$308K	Hold	3,006	–	–	0.1%	96
2018 Q3	$328K	Hold	3,006	–	–	0.1%	106
2018 Q2	$319K	Hold	3,006	–	–	0.11%	102
2018 Q1	$289K	Hold	3,006	–	–	0.1%	104
2017 Q4	$283K	Buy	3,006 +740	+33%	+$69.6K	0.1%	106
2017 Q3	$212K	Buy	+2,266	New	+$206K	0.09%	96

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evermay Wealth Management's FIS Position: Q1 2024 in Review

Evermay Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2024, closing a stake of 6 shares — an estimated $361 sold.

Evermay Wealth Management first reported a position in FIS in Q3 2017 and held it in 17 quarters. The position peaked at $334K in Q3 2020. 987 funds tracked by Wall St. Rank hold FIS as of Q1 2024.

Evermay Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 6 Fidelity National Information Services shares in Q1 2024, an estimated $361.
Evermay Wealth Management first reported a position in Fidelity National Information Services in Q3 2017 and held it in 17 quarters.
Evermay Wealth Management's Fidelity National Information Services position peaked at $334K in Q3 2020.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.