Liberty Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Liberty Wealth Management’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	-451	Closed	-$54K	–	484
2021 Q3	$54K	Buy	451 +278	+161%	+$37.3K	0.02%	405
2021 Q2	$25K	Sell	173 -14	-7%	-$2.08K	0.01%	462
2021 Q1	$24K	Hold	187	–	–	0.01%	424
2020 Q4	$24K	Hold	187	–	–	0.01%	421
2020 Q3	$28K	Sell	187 -14	-7%	-$2.02K	0.02%	340
2020 Q2	$27K	Buy	201 +50	+33%	+$6.57K	0.02%	331
2020 Q1	$18K	Sell	151 -36	-19%	-$5K	0.02%	370
2019 Q4	$26K	Buy	187 +60	+47%	+$8.05K	0.02%	368
2019 Q3	$17K	Sell	127 -189	-60%	-$25.1K	0.02%	417
2019 Q2	$39K	Sell	316 -5	-2%	-$587	0.03%	288
2019 Q1	$36K	Buy	+321	New	+$34.2K	0.03%	256

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's FIS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2021, closing a stake of 451 shares — an estimated $54K sold.

Liberty Wealth Management first reported a position in FIS in Q1 2019 and held it in 11 quarters. The position peaked at $54K in Q3 2021. 1,143 funds tracked by Wall St. Rank hold FIS as of Q4 2021.

Liberty Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 451 Fidelity National Information Services shares in Q4 2021, an estimated $54K.
Liberty Wealth Management first reported a position in Fidelity National Information Services in Q1 2019 and held it in 11 quarters.
Liberty Wealth Management's Fidelity National Information Services position peaked at $54K in Q3 2021.
1,143 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.