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Holistic Financial Partners’s Fidelity National Information Services FIS Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-22
Closed -$2K – 151
2018
Q1 		$2K Hold
22
– – ﹤0.01% 421
2017
Q4 		$2K Buy
+22
New +$2.07K ﹤0.01% 426

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Holistic Financial Partners's FIS Position: Q2 2018 in Review

Holistic Financial Partners sold out of Fidelity National Information Services (FIS) in Q2 2018, closing a stake of 22 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in FIS in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 731 funds tracked by Wall St. Rank hold FIS as of Q2 2018.

  • Holistic Financial Partners reported no remaining Fidelity National Information Services position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 22 Fidelity National Information Services shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Fidelity National Information Services in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Fidelity National Information Services position peaked at $2K in Q1 2018.
  • 731 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.