GI
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Gradient Investments’s Fidelity National Information Services FIS Stock Holding History

Gradient Investments’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
Q3 		– Sell
-59
Closed -$4.45K – 658
2024
Q2 		$4.45K Sell
59
-2
-3% -$148 ﹤0.01% 878
2024
Q1 		$4.53K Sell
61
-82
-57% -$5.34K ﹤0.01% 743
2023
Q4 		$8.58K Sell
143
-69
-33% -$3.79K ﹤0.01% 868
2023
Q3 		$11.7K Sell
212
-21
-9% -$1.21K ﹤0.01% 780
2023
Q2 		$12.7K Sell
233
-928
-80% -$51.1K ﹤0.01% 771
2023
Q1 		$63.1K Sell
1,161
-218,950
-99% -$14.3M ﹤0.01% 455
2022
Q4 		$14.9M Buy
220,111
+63,060
+40% +$4.48M 0.47% 61
2022
Q3 		$11.9M Buy
157,051
+17,708
+13% +$1.65M 0.36% 85
2022
Q2 		$12.8M Buy
139,343
+6,179
+5% +$614K 0.37% 70
2022
Q1 		$13.4M Buy
133,164
+133,158
+2,219,300% +$13.9M 0.34% 83
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1141
2021
Q3 		$1K Hold
6
– – ﹤0.01% 1074
2021
Q2 		$1K Hold
6
– – ﹤0.01% 1066
2021
Q1 		$1K Sell
6
-11
-65% -$1.5K ﹤0.01% 1079
2020
Q4 		$3K Hold
17
– – ﹤0.01% 881
2020
Q3 		$3K Buy
17
+11
+183% +$1.59K ﹤0.01% 887
2020
Q2 		$1K Sell
6
-10
-63% -$1.31K ﹤0.01% 972
2020
Q1 		$2K Buy
16
+10
+167% +$1.39K ﹤0.01% 912
2019
Q4 		$1K Hold
6
– – ﹤0.01% 1010
2019
Q3 		$1K Sell
6
-2
-25% -$266 ﹤0.01% 997
2019
Q2 		$1K Buy
+8
New +$940 ﹤0.01% 942
2018
Q1 		– Sell
-7
Closed -$1K – 1064
2017
Q4 		$1K Buy
+7
New +$658 ﹤0.01% 895
2017
Q3 		– Sell
-202
Closed -$17K – 392
2017
Q2 		$17K Buy
+202
New +$16.9K ﹤0.01% 410
2015
Q4 		– Sell
-2
Closed – – 696
2015
Q3 		$0 Buy
+2
New +$133 ﹤0.01% 629

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gradient Investments's FIS Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 59 shares — an estimated $4.45K sold.

Gradient Investments first reported a position in FIS in Q3 2015 and held it in 24 quarters. The position peaked at $14.9M in Q4 2022. 1,052 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

  • Gradient Investments reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 59 Fidelity National Information Services shares in Q3 2024, an estimated $4.45K.
  • Gradient Investments first reported a position in Fidelity National Information Services in Q3 2015 and held it in 24 quarters.
  • Gradient Investments's Fidelity National Information Services position peaked at $14.9M in Q4 2022.
  • 1,052 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.