Geller Advisors’s Fidelity National Information Services FIS Stock Holding History

Geller 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
2024 Q4	$273K	Sell	3,385 -77	-2%	-$6.63K	0.02%	214
2024 Q3	$290K	Sell	3,462 -438	-11%	-$34.6K	0.02%	211
2024 Q2	$294K	Sell	3,900 -388	-9%	-$28.7K	0.02%	208
2024 Q1	$318K	Buy	4,288 +90	+2%	+$5.86K	0.03%	200
2023 Q4	$252K	Buy	+4,198	New	+$230K	0.02%	226
2022 Q2	–	Sell	-2,155	Closed	-$216K	–	147
2022 Q1	$216K	Buy	2,155 +24	+1%	+$2.51K	0.04%	152
2021 Q4	$233K	Sell	2,131 -67	-3%	-$7.57K	0.05%	148
2021 Q3	$267K	Buy	2,198 +473	+27%	+$63.4K	0.06%	117
2021 Q2	$244K	Buy	1,725 +10	+0.6%	+$1.49K	0.05%	113
2021 Q1	$241K	Buy	1,715 +515	+43%	+$70.3K	0.06%	105
2020 Q4	$292K	Buy	+1,200	New	+$171K	0.07%	77

Other funds holding FIS

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geller Advisors's FIS Position: Q4 2024 in Review

Geller Advisors reduced its Fidelity National Information Services (FIS) stake by 2.2% in Q4 2024, selling an estimated $6.63K and leaving 3,385 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #214.

Geller Advisors first reported a position in FIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $318K in Q1 2024. 1,074 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

Geller Advisors held 3,385 shares of Fidelity National Information Services worth $273K as of Q4 2024.
Geller Advisors sold 77 Fidelity National Information Services shares in Q4 2024, an estimated $6.63K.
Fidelity National Information Services made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #214 holding.
Geller Advisors first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 11 quarters since.
Geller Advisors's Fidelity National Information Services position peaked at $318K in Q1 2024.
1,074 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.