GW
FIS icon

GW & Wade’s Fidelity National Information Services FIS Stock Holding History

GW & Wade’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
2020
Q1 		– Sell
-4,210
Closed -$586K – 232
2019
Q4 		$586K Buy
4,210
+208
+5% +$27.9K 0.05% 144
2019
Q3 		$531K Buy
4,002
+9
+0.2% +$1.2K 0.05% 148
2019
Q2 		$490K Sell
3,993
-25
-0.6% -$2.94K 0.04% 148
2019
Q1 		$454K Buy
+4,018
New +$428K 0.04% 150

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GW & Wade's FIS Position: Q1 2020 in Review

GW & Wade sold out of Fidelity National Information Services (FIS) in Q1 2020, closing a stake of 4,210 shares — an estimated $586K sold.

GW & Wade first reported a position in FIS in Q1 2019 and held it in 4 quarters. The position peaked at $586K in Q4 2019. 1,111 funds tracked by Wall St. Rank hold FIS as of Q1 2020.

  • GW & Wade reported no remaining Fidelity National Information Services position as of Q1 2020 after selling out during the quarter.
  • GW & Wade sold 4,210 Fidelity National Information Services shares in Q1 2020, an estimated $586K.
  • GW & Wade first reported a position in Fidelity National Information Services in Q1 2019 and held it in 4 quarters.
  • GW & Wade's Fidelity National Information Services position peaked at $586K in Q4 2019.
  • 1,111 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2020.

Based on GW & Wade's 13F filing for Q1 2020, filed 6 May 2020.