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

Lyell 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
2022 Q1	–	Sell	-3,855	Closed	-$421K	–	199
2021 Q4	$421K	Sell	3,855 -11,657	-75%	-$1.32M	0.05%	143
2021 Q3	$1.89M	Sell	15,512 -23,218	-60%	-$3.11M	0.23%	83
2021 Q2	$5.49M	Buy	38,730 +1,726	+5%	+$256K	0.68%	53
2021 Q1	$5.2M	Sell	37,004 -8,042	-18%	-$1.1M	0.76%	52
2020 Q4	$6.37M	Buy	45,046 +2,119	+5%	+$302K	1.02%	38
2020 Q3	$6.32M	Buy	42,927 +766	+2%	+$111K	1.18%	34
2020 Q2	$5.65M	Buy	42,161 +5,386	+15%	+$707K	1.24%	33
2020 Q1	$4.47M	Buy	36,775 +5,127	+16%	+$712K	1.34%	35
2019 Q4	$4.4M	Buy	31,648 +8,154	+35%	+$1.09M	1.18%	40
2019 Q3	$3.12M	Buy	+23,494	New	+$3.12M	0.94%	46

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

Lyell Wealth Management's FIS Position: Q1 2022 in Review

Lyell Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2022, closing a stake of 3,855 shares — an estimated $421K sold.

Lyell Wealth Management first reported a position in FIS in Q3 2019 and held it in 10 quarters. The position peaked at $6.37M in Q4 2020. 1,107 funds tracked by Wall St. Rank hold FIS as of Q1 2022.

Lyell Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2022 after selling out during the quarter.
Lyell Wealth Management sold 3,855 Fidelity National Information Services shares in Q1 2022, an estimated $421K.
Lyell Wealth Management first reported a position in Fidelity National Information Services in Q3 2019 and held it in 10 quarters.
Lyell Wealth Management's Fidelity National Information Services position peaked at $6.37M in Q4 2020.
1,107 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2022.

Based on Lyell Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.