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 $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 $3.37T AUM 44.26% 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

HF Advisory Group's FIS Position: Q4 2024 in Review

HF Advisory Group sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 13,935 shares — an estimated $1.17M sold.

HF Advisory Group first reported a position in FIS in Q4 2022 and held it in 8 quarters. The position peaked at $1.17M in Q3 2024. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

HF Advisory Group reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
HF Advisory Group sold 13,935 Fidelity National Information Services shares in Q4 2024, an estimated $1.17M.
HF Advisory Group first reported a position in Fidelity National Information Services in Q4 2022 and held it in 8 quarters.
HF Advisory Group's Fidelity National Information Services position peaked at $1.17M in Q3 2024.
1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on HF Advisory Group's 13F filing for Q4 2024, filed 15 Jan 2025.