Jackson Grant Investment Advisers’s Fidelity National Information Services FIS Stock Holding History

Jackson Grant Investment Advisers’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
2023 Q4	–	Sell	-118	Closed	-$6.52K	–	396
2023 Q3	$6.52K	Hold	118	–	–	﹤0.01%	271
2023 Q2	$6.46K	Hold	118	–	–	﹤0.01%	275
2023 Q1	$6.41K	Hold	118	–	–	﹤0.01%	312
2022 Q4	$8.01K	Buy	118 +17	+17%	+$1.21K	﹤0.01%	294
2022 Q3	$8K	Buy	101 +43	+74%	+$4K	﹤0.01%	307
2022 Q2	$5K	Hold	58	–	–	﹤0.01%	334
2022 Q1	$6K	Buy	58 +47	+427%	+$4.92K	﹤0.01%	336
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	282
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	351
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	366
2021 Q1	$2K	Buy	+11	New	+$1.5K	﹤0.01%	362

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Jackson Grant Investment Advisers's FIS Position: Q4 2023 in Review

Jackson Grant Investment Advisers sold out of Fidelity National Information Services (FIS) in Q4 2023, closing a stake of 118 shares — an estimated $6.52K sold.

Jackson Grant Investment Advisers first reported a position in FIS in Q1 2021 and held it in 11 quarters. The position peaked at $8.01K in Q4 2022. 970 funds tracked by Wall St. Rank hold FIS as of Q4 2023.

Jackson Grant Investment Advisers reported no remaining Fidelity National Information Services position as of Q4 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 118 Fidelity National Information Services shares in Q4 2023, an estimated $6.52K.
Jackson Grant Investment Advisers first reported a position in Fidelity National Information Services in Q1 2021 and held it in 11 quarters.
Jackson Grant Investment Advisers's Fidelity National Information Services position peaked at $8.01K in Q4 2022.
970 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.