Gladstone Institutional Advisory’s Fidelity National Information Services FIS Stock Holding History

Gladstone Institutional Advisory’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	-2,532	Closed	-$254K	–	680
2022 Q1	$254K	Sell	2,532 -2,018	-44%	-$211K	0.02%	595
2021 Q4	$497K	Sell	4,550 -1,397	-23%	-$158K	0.04%	381
2021 Q3	$724K	Buy	5,947 +3,346	+129%	+$449K	0.07%	265
2021 Q2	$368K	Buy	+2,601	New	+$386K	0.04%	356
2020 Q2	–	Sell	-1,863	Closed	-$226K	–	265
2020 Q1	$226K	Buy	+1,863	New	+$259K	0.06%	232

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

Gladstone Institutional Advisory's FIS Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Fidelity National Information Services (FIS) in Q2 2022, closing a stake of 2,532 shares — an estimated $254K sold.

Gladstone Institutional Advisory first reported a position in FIS in Q1 2020 and held it in 5 quarters. The position peaked at $724K in Q3 2021. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

Gladstone Institutional Advisory reported no remaining Fidelity National Information Services position as of Q2 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 2,532 Fidelity National Information Services shares in Q2 2022, an estimated $254K.
Gladstone Institutional Advisory first reported a position in Fidelity National Information Services in Q1 2020 and held it in 5 quarters.
Gladstone Institutional Advisory's Fidelity National Information Services position peaked at $724K in Q3 2021.
1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.