Legacy Capital Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Legacy Capital Wealth Partners’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	–	Sell	-4,434	Closed	-$371K	–	360
2024 Q3	$371K	Sell	4,434 -409	-8%	-$32.3K	0.07%	246
2024 Q2	$365K	Buy	+4,843	New	+$359K	0.09%	211
2024 Q1	–	Sell	-4,117	Closed	-$247K	–	182
2023 Q4	$247K	Sell	4,117 -1,828	-31%	-$100K	0.07%	245
2023 Q3	$329K	Buy	+5,945	New	+$342K	0.09%	204
2023 Q2	–	Sell	-3,966	Closed	-$215K	–	104
2023 Q1	$215K	Buy	+3,966	New	+$258K	0.06%	234

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Capital Wealth Partners's FIS Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 4,434 shares — an estimated $371K sold.

Legacy Capital Wealth Partners first reported a position in FIS in Q1 2023 and held it in 5 quarters. The position peaked at $371K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

Legacy Capital Wealth Partners reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
Legacy Capital Wealth Partners sold 4,434 Fidelity National Information Services shares in Q4 2024, an estimated $371K.
Legacy Capital Wealth Partners first reported a position in Fidelity National Information Services in Q1 2023 and held it in 5 quarters.
Legacy Capital Wealth Partners's Fidelity National Information Services position peaked at $371K in Q3 2024.
1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.