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Milestone Wealth’s Fidelity National Information Services FIS Stock Holding History

Milestone Wealth’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
Q3 		$15K Hold
198
– – 0.02% 157
2022
Q2 		$18K Hold
198
– – 0.02% 147
2022
Q1 		$22K Hold
198
– – 0.02% 176
2021
Q4 		$22K Buy
+198
New +$22.4K 0.02% 176

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Milestone Wealth's FIS Position: Q3 2022 in Review

Milestone Wealth held its Fidelity National Information Services (FIS) position steady in Q3 2022 at 198 shares worth $15K. The position accounts for 0.02% of the portfolio, ranked #157.

Milestone Wealth first reported a position in FIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $22K in Q1 2022. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

  • Milestone Wealth held 198 shares of Fidelity National Information Services worth $15K as of Q3 2022.
  • Milestone Wealth left its Fidelity National Information Services share count unchanged in Q3 2022.
  • Fidelity National Information Services made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #157 holding.
  • Milestone Wealth first reported a position in Fidelity National Information Services in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Fidelity National Information Services position peaked at $22K in Q1 2022.
  • 1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.