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Marshall Financial Group (Maryland)’s Fidelity National Information Services FIS Stock Holding History

Marshall Financial Group (Maryland)’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
-1,970
Closed -$215K – 210
2021
Q4 		$215K Buy
+1,970
New +$223K 0.08% 204

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Vanguard Group
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Marshall Financial Group (Maryland)'s FIS Position: Q1 2022 in Review

Marshall Financial Group (Maryland) sold out of Fidelity National Information Services (FIS) in Q1 2022, closing a stake of 1,970 shares — an estimated $215K sold.

Marshall Financial Group (Maryland) first reported a position in FIS in Q4 2021 and held it in 1 quarter. The position peaked at $215K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold FIS as of Q1 2022.

  • Marshall Financial Group (Maryland) reported no remaining Fidelity National Information Services position as of Q1 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,970 Fidelity National Information Services shares in Q1 2022, an estimated $215K.
  • Marshall Financial Group (Maryland) first reported a position in Fidelity National Information Services in Q4 2021 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Fidelity National Information Services position peaked at $215K in Q4 2021.
  • 1,106 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2022, filed 10 May 2022.