HF Advisory Group’s Fidelity National Information Services FIS Stock Holding History

HF Advisory Group’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	-13,935	Closed	-$1.17M	–	162
2024 Q3	$1.17M	Sell	13,935 -729	-5%	-$57.6K	0.54%	71
2024 Q2	$1.11M	Buy	14,664 +74	+0.5%	+$5.48K	0.57%	64
2024 Q1	$1.08M	Buy	14,590 +233	+2%	+$15.2K	0.61%	62
2023 Q4	$862K	Buy	14,357 +2,324	+19%	+$128K	0.55%	66
2023 Q3	$679K	Sell	12,033 -5,783	-32%	-$333K	0.5%	72
2023 Q2	$975K	Buy	17,816 +4,561	+34%	+$251K	0.77%	48
2023 Q1	$720K	Buy	13,255 +2,922	+28%	+$190K	0.64%	58
2022 Q4	$701K	Buy	+10,333	New	+$734K	0.71%	53

Other funds holding FIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return