IWA
FIS icon

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

Icon 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
2022
Q4 		$1.6M Sell
23,560
-10,824
-31% -$769K 0.18% 111
2022
Q3 		$2.6M Buy
+34,384
New +$3.2M 0.32% 76

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Advisors's FIS Position: Q4 2022 in Review

Icon Wealth Advisors reduced its Fidelity National Information Services (FIS) stake by 31% in Q4 2022, selling an estimated $769K and leaving 23,560 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #111.

Icon Wealth Advisors first reported a position in FIS in Q3 2022 and has held it in 2 quarters since. The position peaked at $2.6M in Q3 2022. 1,021 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

  • Icon Wealth Advisors held 23,560 shares of Fidelity National Information Services worth $1.6M as of Q4 2022.
  • Icon Wealth Advisors sold 10,824 Fidelity National Information Services shares in Q4 2022, an estimated $769K.
  • Fidelity National Information Services made up 0.18% of Icon Wealth Advisors's portfolio in Q4 2022, its #111 holding.
  • Icon Wealth Advisors first reported a position in Fidelity National Information Services in Q3 2022 and has held it in 2 quarters since.
  • Icon Wealth Advisors's Fidelity National Information Services position peaked at $2.6M in Q3 2022.
  • 1,021 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.