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Juncture Wealth Strategies’s Fidelity National Information Services FIS Stock Holding History

Juncture Wealth Strategies’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
2021
Q1 		– Sell
-2,354
Closed -$333K – 109
2020
Q4 		$333K Sell
2,354
-465
-16% -$66.4K 0.21% 88
2020
Q3 		$415K Buy
+2,819
New +$407K 0.29% 78

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Juncture Wealth Strategies's FIS Position: Q1 2021 in Review

Juncture Wealth Strategies sold out of Fidelity National Information Services (FIS) in Q1 2021, closing a stake of 2,354 shares — an estimated $333K sold.

Juncture Wealth Strategies first reported a position in FIS in Q3 2020 and held it in 2 quarters. The position peaked at $415K in Q3 2020. 1,109 funds tracked by Wall St. Rank hold FIS as of Q1 2021.

  • Juncture Wealth Strategies reported no remaining Fidelity National Information Services position as of Q1 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,354 Fidelity National Information Services shares in Q1 2021, an estimated $333K.
  • Juncture Wealth Strategies first reported a position in Fidelity National Information Services in Q3 2020 and held it in 2 quarters.
  • Juncture Wealth Strategies's Fidelity National Information Services position peaked at $415K in Q3 2020.
  • 1,109 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2021.

Based on Juncture Wealth Strategies's 13F filing for Q1 2021, filed 15 Apr 2021.