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

Focused 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
2022 Q2	–	Sell	-7	Closed	-$1K	–	970
2022 Q1	$1K	Sell	7 -9	-56%	-$941	﹤0.01%	874
2021 Q4	$2K	Buy	16 +9	+129%	+$1.02K	﹤0.01%	801
2021 Q3	$1K	Buy	+7	New	+$939	﹤0.01%	885
2021 Q1	–	Sell	-800	Closed	-$113K	–	937
2020 Q4	$113K	Sell	800 -300	-27%	-$42.8K	0.02%	236
2020 Q3	$162K	Hold	1,100	–	–	0.04%	161
2020 Q2	$147K	Hold	1,100	–	–	0.03%	166
2020 Q1	$134K	Hold	1,100	–	–	0.04%	154
2019 Q4	$153K	Hold	1,100	–	–	0.04%	195
2019 Q3	$146K	Hold	1,100	–	–	0.04%	185
2019 Q2	$135K	Buy	+1,100	New	+$129K	0.04%	192

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focused Wealth Management's FIS Position: Q2 2022 in Review

Focused Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in FIS in Q2 2019 and held it in 10 quarters. The position peaked at $162K in Q3 2020. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

Focused Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 7 Fidelity National Information Services shares in Q2 2022, an estimated $1K.
Focused Wealth Management first reported a position in Fidelity National Information Services in Q2 2019 and held it in 10 quarters.
Focused Wealth Management's Fidelity National Information Services position peaked at $162K in Q3 2020.
1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.