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Halpern Financial’s Fidelity National Information Services FIS Stock Holding History

Halpern Financial’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
Q3 		– Sell
-117
Closed -$10.7K – 253
2022
Q2 		$10.7K Buy
+117
New +$11.6K ﹤0.01% 161

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halpern Financial's FIS Position: Q3 2022 in Review

Halpern Financial sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 117 shares — an estimated $10.7K sold.

Halpern Financial first reported a position in FIS in Q2 2022 and held it in 1 quarter. The position peaked at $10.7K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

  • Halpern Financial reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 117 Fidelity National Information Services shares in Q3 2022, an estimated $10.7K.
  • Halpern Financial first reported a position in Fidelity National Information Services in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Fidelity National Information Services position peaked at $10.7K in Q2 2022.
  • 1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.