HBK Sorce Advisory’s Fidelity National Information Services FIS Stock Holding History

HBK Sorce Advisory’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 Q4	–	Sell	-2,431	Closed	-$204K	–	592
2024 Q3	$204K	Buy	+2,431	New	+$192K	0.01%	544
2023 Q1	–	Sell	-15,804	Closed	-$1.07M	–	691
2022 Q4	$1.07M	Buy	15,804 +8,050	+104%	+$572K	0.03%	274
2022 Q3	$586K	Buy	+7,754	New	+$722K	0.04%	240
2022 Q2	–	Sell	-8,017	Closed	-$805K	–	498
2022 Q1	$805K	Buy	+8,017	New	+$839K	0.04%	225
2020 Q1	–	Sell	-1,739	Closed	-$242K	–	417
2019 Q4	$242K	Buy	1,739 +151	+10%	+$20.2K	0.02%	375
2019 Q3	$211K	Buy	+1,588	New	+$211K	0.02%	384
2018 Q4	–	Sell	-2,476	Closed	-$270K	–	397
2018 Q3	$270K	Buy	2,476 +151	+6%	+$16.3K	0.03%	315
2018 Q2	$247K	Hold	2,325	–	–	0.03%	335
2018 Q1	$224K	Buy	2,325 +18	+0.8%	+$1.77K	0.03%	335
2017 Q4	$217K	Buy	+2,307	New	+$217K	0.03%	355
2016 Q3	–	Sell	-2,824	Closed	-$208K	–	290
2016 Q2	$208K	Buy	+2,824	New	+$199K	0.04%	252

Other funds holding FIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HBK Sorce Advisory's FIS Position: Q4 2024 in Review

HBK Sorce Advisory sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 2,431 shares — an estimated $204K sold.

HBK Sorce Advisory first reported a position in FIS in Q2 2016 and held it in 11 quarters. The position peaked at $1.07M in Q4 2022. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

HBK Sorce Advisory reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
HBK Sorce Advisory sold 2,431 Fidelity National Information Services shares in Q4 2024, an estimated $204K.
HBK Sorce Advisory first reported a position in Fidelity National Information Services in Q2 2016 and held it in 11 quarters.
HBK Sorce Advisory's Fidelity National Information Services position peaked at $1.07M in Q4 2022.
1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on HBK Sorce Advisory's 13F filing for Q4 2024, filed 10 Feb 2025.