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

Hohimer 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
2024 Q1	–	Sell	-29,886	Closed	-$1.8M	–	231
2023 Q4	$1.8M	Sell	29,886 -7,074	-19%	-$388K	0.46%	72
2023 Q3	$2.04M	Sell	36,960 -755	-2%	-$43.5K	0.58%	63
2023 Q2	$2.06M	Sell	37,715 -1,433	-4%	-$78.8K	0.57%	64
2023 Q1	$2.13M	Buy	39,148 +29,505	+306%	+$1.92M	0.62%	61
2022 Q4	$654K	Buy	+9,643	New	+$685K	0.21%	96

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Hohimer Wealth Management's FIS Position: Q1 2024 in Review

Hohimer Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2024, closing a stake of 29,886 shares — an estimated $1.8M sold.

Hohimer Wealth Management first reported a position in FIS in Q4 2022 and held it in 5 quarters. The position peaked at $2.13M in Q1 2023. 987 funds tracked by Wall St. Rank hold FIS as of Q1 2024.

Hohimer Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2024 after selling out during the quarter.
Hohimer Wealth Management sold 29,886 Fidelity National Information Services shares in Q1 2024, an estimated $1.8M.
Hohimer Wealth Management first reported a position in Fidelity National Information Services in Q4 2022 and held it in 5 quarters.
Hohimer Wealth Management's Fidelity National Information Services position peaked at $2.13M in Q1 2023.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2024.

Based on Hohimer Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.