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Heritage Wealth Management (Arizona)’s Fidelity National Information Services FIS Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$112K Buy
1,654
+827
+100% +$58.8K 0.02% 397
2022
Q3 		$62K Hold
827
– – 0.02% 375
2022
Q2 		$75.8K Sell
827
-6
-0.7% -$596 0.03% 365
2022
Q1 		$84K Buy
+833
New +$87.1K 0.02% 392
2021
Q3 		$114K Buy
934
+48
+5% +$6.44K 0.04% 315
2021
Q2 		$126K Sell
886
-36
-4% -$5.35K 0.05% 301
2021
Q1 		$130K Buy
+922
New +$126K 0.07% 213

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FIS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Fidelity National Information Services (FIS) stake by 100% in Q4 2022, buying an estimated $58.8K and bringing the position to 1,654 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #397.

Heritage Wealth Management (Arizona) first reported a position in FIS in Q1 2021 and has held it in 7 quarters since. The position peaked at $130K in Q1 2021. 1,021 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,654 shares of Fidelity National Information Services worth $112K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 827 Fidelity National Information Services shares in Q4 2022, an estimated $58.8K.
  • Fidelity National Information Services made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #397 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Fidelity National Information Services in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Fidelity National Information Services position peaked at $130K in Q1 2021.
  • 1,021 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.