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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$8.42K Hold
154
0.01% 318
2023
Q1
$8.37K Sell
154
-8
-5% -$521 ﹤0.01% 315
2022
Q4
$11K Sell
162
-25
-13% -$1.78K 0.01% 302
2022
Q3
$14K Sell
187
-32
-15% -$2.98K 0.01% 301
2022
Q2
$20K Sell
219
-293
-57% -$29.1K 0.01% 285
2022
Q1
$51K Sell
512
-9
-2% -$941 0.02% 256
2021
Q4
$57K Sell
521
-19
-4% -$2.15K 0.02% 221
2021
Q3
$66K Sell
540
-36
-6% -$4.83K 0.03% 214
2021
Q2
$82K Buy
576
+35
+6% +$5.2K 0.03% 195
2021
Q1
$76K Sell
541
-2,285
-81% -$312K 0.04% 196
2020
Q4
$400K Buy
+2,826
New +$403K 0.38% 82

Other funds holding FIS

Lumature Wealth Partners's FIS Position: Q2 2023 in Review

Lumature Wealth Partners held its Fidelity National Information Services (FIS) position steady in Q2 2023 at 154 shares worth $8.42K. The position accounts for 0.01% of the portfolio, ranked #318.

Lumature Wealth Partners first reported a position in FIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $400K in Q4 2020. 949 funds tracked by Wall St. Rank hold FIS as of Q2 2023.

  • Lumature Wealth Partners held 154 shares of Fidelity National Information Services worth $8.42K as of Q2 2023.
  • Lumature Wealth Partners left its Fidelity National Information Services share count unchanged in Q2 2023.
  • Fidelity National Information Services made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #318 holding.
  • Lumature Wealth Partners first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 11 quarters since.
  • Lumature Wealth Partners's Fidelity National Information Services position peaked at $400K in Q4 2020.
  • 949 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.