JPLA
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Joseph P. Lucia & Associates’s Fidelity National Information Services FIS Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q1 		– Sell
-150
Closed -$21K – 459
2019
Q4 		$21K Hold
150
– – 0.02% 237
2019
Q3 		$20K Buy
+150
New +$19.9K 0.02% 241

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Joseph P. Lucia & Associates's FIS Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of Fidelity National Information Services (FIS) in Q1 2020, closing a stake of 150 shares — an estimated $21K sold.

Joseph P. Lucia & Associates first reported a position in FIS in Q3 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 1,111 funds tracked by Wall St. Rank hold FIS as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining Fidelity National Information Services position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 150 Fidelity National Information Services shares in Q1 2020, an estimated $21K.
  • Joseph P. Lucia & Associates first reported a position in Fidelity National Information Services in Q3 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Fidelity National Information Services position peaked at $21K in Q4 2019.
  • 1,111 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.