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Heritage Oak Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Heritage Oak Wealth Advisors’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
-3,189
Closed -$267K – 100
2024
Q3 		$267K Buy
+3,189
New +$252K 0.12% 117

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Heritage Oak Wealth Advisors's FIS Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 3,189 shares — an estimated $267K sold.

Heritage Oak Wealth Advisors first reported a position in FIS in Q3 2024 and held it in 1 quarter. The position peaked at $267K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,189 Fidelity National Information Services shares in Q4 2024, an estimated $267K.
  • Heritage Oak Wealth Advisors first reported a position in Fidelity National Information Services in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Fidelity National Information Services position peaked at $267K in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.