Fiduciary Planning’s Fidelity National Information Services FIS Stock Holding History

Fiduciary Planning’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 Q4	–	Sell	-10,598	Closed	-$801K	–	45
2022 Q3	$801K	Buy	10,598 +157	+2%	+$14.6K	0.41%	23
2022 Q2	$957K	Buy	10,441 +2,026	+24%	+$201K	0.47%	22
2022 Q1	$845K	Buy	8,415 +1,851	+28%	+$194K	0.46%	24
2021 Q4	$716K	Buy	6,564 +138	+2%	+$15.6K	0.4%	30
2021 Q3	$782K	Buy	6,426 +3,297	+105%	+$442K	0.42%	38
2021 Q2	$443K	Buy	+3,129	New	+$465K	0.38%	50

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning's FIS Position: Q4 2022 in Review

Fiduciary Planning sold out of Fidelity National Information Services (FIS) in Q4 2022, closing a stake of 10,598 shares — an estimated $801K sold.

Fiduciary Planning first reported a position in FIS in Q2 2021 and held it in 6 quarters. The position peaked at $957K in Q2 2022. 1,021 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

Fiduciary Planning reported no remaining Fidelity National Information Services position as of Q4 2022 after selling out during the quarter.
Fiduciary Planning sold 10,598 Fidelity National Information Services shares in Q4 2022, an estimated $801K.
Fiduciary Planning first reported a position in Fidelity National Information Services in Q2 2021 and held it in 6 quarters.
Fiduciary Planning's Fidelity National Information Services position peaked at $957K in Q2 2022.
1,021 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on Fiduciary Planning's 13F filing for Q4 2022, filed 7 Feb 2023.