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Maxwell Wealth Strategies’s Fidelity National Information Services FIS Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$1.21M Buy
14,961
+8
+0.1% +$689 0.49% 56
2024
Q3 		$1.29M Buy
+14,953
New +$1.18M 0.55% 58

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Maxwell Wealth Strategies's FIS Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its Fidelity National Information Services (FIS) stake by 0.05% in Q4 2024, buying an estimated $689 and bringing the position to 14,961 shares worth $1.21M. The position accounts for 0.49% of the portfolio, ranked #56.

Maxwell Wealth Strategies first reported a position in FIS in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.29M in Q3 2024. 1,074 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

  • Maxwell Wealth Strategies held 14,961 shares of Fidelity National Information Services worth $1.21M as of Q4 2024.
  • Maxwell Wealth Strategies bought 8 Fidelity National Information Services shares in Q4 2024, an estimated $689.
  • Fidelity National Information Services made up 0.49% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #56 holding.
  • Maxwell Wealth Strategies first reported a position in Fidelity National Information Services in Q3 2024 and has held it in 2 quarters since.
  • Maxwell Wealth Strategies's Fidelity National Information Services position peaked at $1.29M in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.