Institutional & Family Asset Management’s Fidelity National Information Services FIS Stock Holding History

Institutional & Family Asset 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 Q4	–	Sell	-41	Closed	-$3K	–	747
2022 Q3	$3K	Sell	41 -271	-87%	-$25.2K	﹤0.01%	544
2022 Q2	$29K	Hold	312	–	–	0.01%	274
2022 Q1	$31K	Hold	312	–	–	﹤0.01%	303
2021 Q4	$34K	Buy	312 +38	+14%	+$4.29K	0.01%	305
2021 Q3	$33K	Buy	274 +5	+2%	+$671	0.01%	392
2021 Q2	$38K	Hold	269	–	–	0.01%	379
2021 Q1	$38K	Sell	269 -16	-6%	-$2.19K	0.01%	399
2020 Q4	$40K	Buy	285 +33	+13%	+$4.71K	0.01%	357
2020 Q3	$37K	Sell	252 -297	-54%	-$42.9K	0.01%	320
2020 Q2	$74K	Buy	549 +25	+5%	+$3.28K	0.02%	265
2020 Q1	$64K	Buy	524 +314	+150%	+$43.6K	0.01%	254
2019 Q4	$29K	Buy	210 +28	+15%	+$3.75K	0.01%	385
2019 Q3	$24K	Buy	+182	New	+$24.2K	0.01%	378

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's FIS Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Fidelity National Information Services (FIS) in Q4 2022, closing a stake of 41 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in FIS in Q3 2019 and held it in 13 quarters. The position peaked at $74K in Q2 2020. 1,021 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

Institutional & Family Asset Management reported no remaining Fidelity National Information Services position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 41 Fidelity National Information Services shares in Q4 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Fidelity National Information Services in Q3 2019 and held it in 13 quarters.
Institutional & Family Asset Management's Fidelity National Information Services position peaked at $74K in Q2 2020.
1,021 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.