First Foundation Advisors’s Fidelity National Information Services FIS Stock Holding History

First Foundation 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	-3,998	Closed	-$217K	–	425
2023 Q1	$217K	Sell	3,998 -5,820	-59%	-$379K	0.01%	349
2022 Q4	$666K	Sell	9,818 -10,052	-51%	-$714K	0.03%	215
2022 Q3	$1.5M	Sell	19,870 -36,139	-65%	-$3.37M	0.07%	141
2022 Q2	$5.13M	Sell	56,009 -123,593	-69%	-$12.3M	0.23%	74
2022 Q1	$18M	Sell	179,602 -18,078	-9%	-$1.89M	0.65%	39
2021 Q4	$21.6M	Buy	197,680 +127,946	+183%	+$14.5M	0.74%	39
2021 Q3	$8.48M	Buy	69,734 +4,265	+7%	+$572K	0.32%	63
2021 Q2	$9.28M	Buy	65,469 +8,215	+14%	+$1.22M	0.36%	62
2021 Q1	$8.05M	Buy	57,254 +9,647	+20%	+$1.32M	0.35%	55
2020 Q4	$6.73M	Buy	47,607 +45,826	+2,573%	+$6.54M	0.3%	60
2020 Q3	$262K	Buy	1,781 +15	+0.8%	+$2.17K	0.01%	315
2020 Q2	$237K	Sell	1,766 -271	-13%	-$35.6K	0.01%	310
2020 Q1	$248K	Buy	2,037 +8	+0.4%	+$1.11K	0.02%	299
2019 Q4	$282K	Buy	2,029 +100	+5%	+$13.4K	0.01%	300
2019 Q3	$256K	Buy	+1,929	New	+$256K	0.01%	308
2016 Q2	–	Sell	-4,745	Closed	-$300K	–	298
2016 Q1	$300K	Buy	4,745 +939	+25%	+$56.4K	0.02%	229
2015 Q4	$231K	Buy	+3,806	New	+$252K	0.02%	258

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

First Foundation Advisors's FIS Position: Q2 2023 in Review

First Foundation Advisors sold out of Fidelity National Information Services (FIS) in Q2 2023, closing a stake of 3,998 shares — an estimated $217K sold.

First Foundation Advisors first reported a position in FIS in Q4 2015 and held it in 17 quarters. The position peaked at $21.6M in Q4 2021. 949 funds tracked by Wall St. Rank hold FIS as of Q2 2023.

First Foundation Advisors reported no remaining Fidelity National Information Services position as of Q2 2023 after selling out during the quarter.
First Foundation Advisors sold 3,998 Fidelity National Information Services shares in Q2 2023, an estimated $217K.
First Foundation Advisors first reported a position in Fidelity National Information Services in Q4 2015 and held it in 17 quarters.
First Foundation Advisors's Fidelity National Information Services position peaked at $21.6M in Q4 2021.
949 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.