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Financial Advocates Investment Management’s Fidelity National Information Services FIS Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-7,427
Closed -$552K – 797
2022
Q3 		$552K Buy
7,427
+4,216
+131% +$393K 0.05% 389
2022
Q2 		$294K Buy
+3,211
New +$319K 0.02% 516

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's FIS Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Fidelity National Information Services (FIS) in Q4 2022, closing a stake of 7,427 shares — an estimated $552K sold.

Financial Advocates Investment Management first reported a position in FIS in Q2 2022 and held it in 2 quarters. The position peaked at $552K in Q3 2022. 1,022 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Fidelity National Information Services position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,427 Fidelity National Information Services shares in Q4 2022, an estimated $552K.
  • Financial Advocates Investment Management first reported a position in Fidelity National Information Services in Q2 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Fidelity National Information Services position peaked at $552K in Q3 2022.
  • 1,022 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.