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

Golden State 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
2025 Q2	–	Sell	-31	Closed	-$2.31K	–	1597
2025 Q1	$2.31K	Hold	31	–	–	﹤0.01%	1293
2024 Q4	$2.5K	Buy	+31	New	+$2.67K	﹤0.01%	1226
2020 Q3	–	Sell	-3,661	Closed	-$233K	–	435
2020 Q2	$233K	Buy	3,661 +2,834	+343%	+$372K	0.07%	164
2020 Q1	$101K	Buy	+827	New	+$115K	0.04%	246
2019 Q4	–	Sell	-827	Closed	-$110K	–	351
2019 Q3	$110K	Buy	827 +1	+0.1%	+$133	0.04%	301
2019 Q2	$101K	Sell	826 -1	-0.1%	-$117	0.03%	326
2019 Q1	$94K	Buy	+827	New	+$88.2K	0.03%	328

Other funds holding FIS

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital Research Global Investors

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

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

Boston Partners

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

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

Barrow, Hanley, Mewhinney & Strauss

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