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Kore Private Wealth’s Fidelity National Information Services FIS Stock Holding History

Kore Private Wealth’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
Q4 		– Sell
-2,521
Closed -$307K – 364
2021
Q3 		$307K Sell
2,521
-191
-7% -$25.6K 0.03% 327
2021
Q2 		$384K Buy
2,712
+547
+25% +$81.2K 0.04% 264
2021
Q1 		$304K Buy
2,165
+182
+9% +$24.9K 0.04% 270
2020
Q4 		$280K Buy
1,983
+478
+32% +$68.2K 0.04% 250
2020
Q3 		$221K Buy
1,505
+539
+56% +$77.9K 0.04% 236
2020
Q2 		$129K Sell
966
-216
-18% -$28.4K 0.03% 299
2020
Q1 		$144K Sell
1,182
-4,192
-78% -$582K 0.03% 249
2019
Q4 		$747K Sell
5,374
-180
-3% -$24.1K 0.14% 111
2019
Q3 		$729K Buy
5,554
+991
+22% +$132K 0.16% 104
2019
Q2 		$560K Buy
4,563
+239
+6% +$28.1K 0.13% 121
2019
Q1 		$489K Sell
4,324
-860
-17% -$91.7K 0.11% 124
2018
Q4 		$532K Buy
+5,184
New +$540K 0.15% 117

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kore Private Wealth's FIS Position: Q4 2021 in Review

Kore Private Wealth sold out of Fidelity National Information Services (FIS) in Q4 2021, closing a stake of 2,521 shares — an estimated $307K sold.

Kore Private Wealth first reported a position in FIS in Q4 2018 and held it in 12 quarters. The position peaked at $747K in Q4 2019. 1,143 funds tracked by Wall St. Rank hold FIS as of Q4 2021.

  • Kore Private Wealth reported no remaining Fidelity National Information Services position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 2,521 Fidelity National Information Services shares in Q4 2021, an estimated $307K.
  • Kore Private Wealth first reported a position in Fidelity National Information Services in Q4 2018 and held it in 12 quarters.
  • Kore Private Wealth's Fidelity National Information Services position peaked at $747K in Q4 2019.
  • 1,143 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.