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Highland Private Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Highland Private Wealth Management’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
Q3 		– Sell
-2,273
Closed -$208K – 188
2022
Q2 		$208K Buy
+2,273
New +$226K 0.03% 176

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Highland Private Wealth Management's FIS Position: Q3 2022 in Review

Highland Private Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 2,273 shares — an estimated $208K sold.

Highland Private Wealth Management first reported a position in FIS in Q2 2022 and held it in 1 quarter. The position peaked at $208K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

  • Highland Private Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 2,273 Fidelity National Information Services shares in Q3 2022, an estimated $208K.
  • Highland Private Wealth Management first reported a position in Fidelity National Information Services in Q2 2022 and held it in 1 quarter.
  • Highland Private Wealth Management's Fidelity National Information Services position peaked at $208K in Q2 2022.
  • 1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on Highland Private Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.