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Mark Sheptoff Financial Planning’s Fidelity National Information Services FIS Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-12
Closed -$1K – 400
2022
Q1 		$1K Hold
12
– – ﹤0.01% 407
2021
Q4 		$1K Buy
+12
New +$1.36K ﹤0.01% 436

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mark Sheptoff Financial Planning's FIS Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Fidelity National Information Services (FIS) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in FIS in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Fidelity National Information Services position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 12 Fidelity National Information Services shares in Q2 2022, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Fidelity National Information Services in Q4 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Fidelity National Information Services position peaked at $1K in Q1 2022.
  • 1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.