Lugano Financial Advisors SA (LFA)’s Fidelity National Information Services FIS Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023 Q3	–	Sell	-2,265	Closed	-$124K	–	195
2023 Q2	$124K	Hold	2,265	–	–	0.08%	93
2023 Q1	$123K	Hold	2,265	–	–	0.09%	59
2022 Q4	$154K	Sell	2,265 -2,265	-50%	-$161K	0.11%	64
2022 Q3	$342K	Buy	4,530 +2,265	+100%	+$211K	0.27%	51
2022 Q2	$207K	Hold	2,265	–	–	0.14%	58
2022 Q1	$228K	Hold	2,265	–	–	0.15%	60
2021 Q4	$247K	Buy	+2,265	New	+$256K	0.14%	59

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s FIS Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Fidelity National Information Services (FIS) in Q3 2023, closing a stake of 2,265 shares — an estimated $124K sold.

Lugano Financial Advisors SA (LFA) first reported a position in FIS in Q4 2021 and held it in 7 quarters. The position peaked at $342K in Q3 2022. 924 funds tracked by Wall St. Rank hold FIS as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Fidelity National Information Services position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 2,265 Fidelity National Information Services shares in Q3 2023, an estimated $124K.
Lugano Financial Advisors SA (LFA) first reported a position in Fidelity National Information Services in Q4 2021 and held it in 7 quarters.
Lugano Financial Advisors SA (LFA)'s Fidelity National Information Services position peaked at $342K in Q3 2022.
924 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.