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Kiely Wealth Advisory Group’s Fidelity National Information Services FIS Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$6.37K Hold
77
– – ﹤0.01% 236
2024
Q3 		$6.77K Hold
77
– – ﹤0.01% 232
2024
Q2 		$5.87K Hold
77
– – ﹤0.01% 223
2024
Q1 		$5.42K Hold
77
– – ﹤0.01% 202
2023
Q4 		$4.85K Buy
+77
New +$4.22K ﹤0.01% 207

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kiely Wealth Advisory Group's FIS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Fidelity National Information Services (FIS) position steady in Q4 2024 at 77 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Kiely Wealth Advisory Group first reported a position in FIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.77K in Q3 2024. 1,074 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

  • Kiely Wealth Advisory Group held 77 shares of Fidelity National Information Services worth $6.37K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Fidelity National Information Services share count unchanged in Q4 2024.
  • Fidelity National Information Services made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #236 holding.
  • Kiely Wealth Advisory Group first reported a position in Fidelity National Information Services in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Fidelity National Information Services position peaked at $6.77K in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.