Financial Synergies Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Financial Synergies Wealth Advisors’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
2023 Q2	–	Sell	-29	Closed	-$1.58K	–	508
2023 Q1	$1.58K	Buy	+29	New	+$1.89K	﹤0.01%	322
2022 Q4	–	Sell	-14	Closed	-$1.06K	–	478
2022 Q3	$1.06K	Hold	14	–	–	﹤0.01%	293
2022 Q2	$1.28K	Buy	+14	New	+$1.39K	﹤0.01%	286

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

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

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

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

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

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

Financial Synergies Wealth Advisors's FIS Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q2 2023, closing a stake of 29 shares — an estimated $1.58K sold.

Financial Synergies Wealth Advisors first reported a position in FIS in Q2 2022 and held it in 3 quarters. The position peaked at $1.58K in Q1 2023. 948 funds tracked by Wall St. Rank hold FIS as of Q2 2023.

Financial Synergies Wealth Advisors reported no remaining Fidelity National Information Services position as of Q2 2023 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 29 Fidelity National Information Services shares in Q2 2023, an estimated $1.58K.
Financial Synergies Wealth Advisors first reported a position in Fidelity National Information Services in Q2 2022 and held it in 3 quarters.
Financial Synergies Wealth Advisors's Fidelity National Information Services position peaked at $1.58K in Q1 2023.
948 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.