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Impact Partnership Wealth’s Fidelity National Information Services FIS Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-34
Closed -$2.49K – 371
2024
Q1 		$2.49K Sell
34
-105
-76% -$6.84K ﹤0.01% 565
2023
Q4 		$8.32K Sell
139
-766
-85% -$42K ﹤0.01% 520
2023
Q3 		$50K Buy
905
+872
+2,642% +$50.2K 0.02% 398
2023
Q2 		$1.8K Buy
+33
New +$1.82K ﹤0.01% 697

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Impact Partnership Wealth's FIS Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Fidelity National Information Services (FIS) in Q2 2024, closing a stake of 34 shares — an estimated $2.49K sold.

Impact Partnership Wealth first reported a position in FIS in Q2 2023 and held it in 4 quarters. The position peaked at $50K in Q3 2023. 1,019 funds tracked by Wall St. Rank hold FIS as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Fidelity National Information Services position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 34 Fidelity National Information Services shares in Q2 2024, an estimated $2.49K.
  • Impact Partnership Wealth first reported a position in Fidelity National Information Services in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Fidelity National Information Services position peaked at $50K in Q3 2023.
  • 1,019 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.