Lenox Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$32K	Buy	317 +9	+3%	+$941	﹤0.01%	307
2021 Q4	$34K	Sell	308 -243	-44%	-$27.5K	﹤0.01%	316
2021 Q3	$67K	Sell	551 -4	-0.7%	-$536	0.01%	200
2021 Q2	$79K	Hold	555	–	–	0.01%	171
2021 Q1	$78K	Buy	555 +4	+0.7%	+$546	0.01%	143
2020 Q4	$78K	Hold	551	–	–	0.01%	143
2020 Q3	$81K	Hold	551	–	–	0.01%	124
2020 Q2	$74K	Hold	551	–	–	0.01%	119
2020 Q1	$67K	Hold	551	–	–	0.01%	113
2019 Q4	$77K	Hold	551	–	–	0.01%	133
2019 Q3	$73K	Buy	+551	New	+$73.2K	0.01%	131
2019 Q2	–	Sell	-33	Closed	-$4K	–	473
2019 Q1	$4K	Buy	+33	New	+$3.52K	﹤0.01%	395
2016 Q2	–	Sell	-55	Closed	-$3K	–	224
2016 Q1	$3K	Sell	55 -55	-50%	-$3.3K	﹤0.01%	213
2015 Q4	$7K	Buy	110 +55	+100%	+$3.64K	﹤0.01%	196
2015 Q3	$4K	Hold	55	–	–	﹤0.01%	285
2015 Q2	$3K	Hold	55	–	–	﹤0.01%	244
2015 Q1	$4K	Hold	55	–	–	﹤0.01%	258
2014 Q4	$3K	Buy	+55	New	+$3.23K	﹤0.01%	282
2014 Q1	–	Sell	-88	Closed	-$5K	–	245
2013 Q4	$5K	Buy	+88	New	+$4.34K	﹤0.01%	232

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Lenox Wealth Advisors's FIS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Fidelity National Information Services (FIS) stake by 2.9% in Q1 2022, buying an estimated $941 and bringing the position to 317 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Lenox Wealth Advisors first reported a position in FIS in Q4 2013 and has held it in 19 quarters since. The position peaked at $81K in Q3 2020. 1,107 funds tracked by Wall St. Rank hold FIS as of Q1 2022.

Lenox Wealth Advisors held 317 shares of Fidelity National Information Services worth $32K as of Q1 2022.
Lenox Wealth Advisors bought 9 Fidelity National Information Services shares in Q1 2022, an estimated $941.
Fidelity National Information Services made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #307 holding.
Lenox Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2013 and has held it in 19 quarters since.
Lenox Wealth Advisors's Fidelity National Information Services position peaked at $81K in Q3 2020.
1,107 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.