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

HHM 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
2025
Q1 		– Sell
-18
Closed -$1.45K – 968
2024
Q4 		$1.45K Buy
+18
New +$1.55K ﹤0.01% 793
2023
Q4 		– Sell
-41
Closed -$2.27K – 768
2023
Q3 		$2.27K Buy
+41
New +$2.36K ﹤0.01% 708
2020
Q2 		– Sell
-125
Closed -$15K – 499
2020
Q1 		$15K Buy
+125
New +$17.4K 0.01% 324

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HHM Wealth Advisors's FIS Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 18 shares — an estimated $1.45K sold.

HHM Wealth Advisors first reported a position in FIS in Q1 2020 and held it in 3 quarters. The position peaked at $15K in Q1 2020. 1,028 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 18 Fidelity National Information Services shares in Q1 2025, an estimated $1.45K.
  • HHM Wealth Advisors first reported a position in Fidelity National Information Services in Q1 2020 and held it in 3 quarters.
  • HHM Wealth Advisors's Fidelity National Information Services position peaked at $15K in Q1 2020.
  • 1,028 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.