EWM
FIS icon

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

Executive 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
2019
Q3 		– Sell
-726
Closed -$89K – 357
2019
Q2 		$89K Buy
726
+194
+36% +$22.8K 0.01% 225
2019
Q1 		$60K Sell
532
-6
-1% -$640 0.01% 237
2018
Q4 		$55K Buy
+538
New +$56.1K 0.01% 262

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Executive Wealth Management's FIS Position: Q3 2019 in Review

Executive Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2019, closing a stake of 726 shares — an estimated $89K sold.

Executive Wealth Management first reported a position in FIS in Q4 2018 and held it in 3 quarters. The position peaked at $89K in Q2 2019. 1,041 funds tracked by Wall St. Rank hold FIS as of Q3 2019.

  • Executive Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 726 Fidelity National Information Services shares in Q3 2019, an estimated $89K.
  • Executive Wealth Management first reported a position in Fidelity National Information Services in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Fidelity National Information Services position peaked at $89K in Q2 2019.
  • 1,041 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.