Guardian Wealth Advisors (North Carolina)’s Fidelity National Information Services FIS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023 Q1	–	Sell	-3,287	Closed	-$223K	–	415
2022 Q4	$223K	Sell	3,287 -8,124	-71%	-$577K	0.04%	184
2022 Q3	$862K	Buy	11,411 +58	+0.5%	+$5.4K	0.16%	71
2022 Q2	$1.04M	Buy	11,353 +7,376	+185%	+$733K	0.19%	63
2022 Q1	$399K	Buy	3,977 +521	+15%	+$54.5K	0.17%	101
2021 Q4	$377K	Buy	+3,456	New	+$391K	0.16%	109

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

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

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

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

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

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

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

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

Guardian Wealth Advisors (North Carolina)'s FIS Position: Q1 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 3,287 shares — an estimated $223K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FIS in Q4 2021 and held it in 5 quarters. The position peaked at $1.04M in Q2 2022. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 3,287 Fidelity National Information Services shares in Q1 2023, an estimated $223K.
Guardian Wealth Advisors (North Carolina) first reported a position in Fidelity National Information Services in Q4 2021 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s Fidelity National Information Services position peaked at $1.04M in Q2 2022.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2023, filed 15 May 2023.