MilWealth Group’s Fidelity National Information Services FIS Stock Holding History

MilWealth Group’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 Q2	–	Sell	-573	Closed	-$42.5K	–	68
2024 Q1	$42.5K	Hold	573	–	–	0.01%	43
2023 Q4	$34.4K	Hold	573	–	–	0.01%	45
2023 Q3	$31.7K	Buy	573 +288	+101%	+$16.6K	0.01%	45
2023 Q2	$15.6K	Hold	285	–	–	0.01%	47
2023 Q1	$15.5K	Hold	285	–	–	0.01%	49
2022 Q4	$19.3K	Hold	285	–	–	0.01%	46
2022 Q3	$21.5K	Hold	285	–	–	0.01%	45
2022 Q2	$26.1K	Hold	285	–	–	0.01%	47
2022 Q1	$28.6K	Hold	285	–	–	0.01%	51
2021 Q4	$31.1K	Sell	285 -756	-73%	-$85.4K	0.01%	48
2021 Q3	$127K	Hold	1,041	–	–	0.05%	29
2021 Q2	$147K	Hold	1,041	–	–	0.06%	26
2021 Q1	$146K	Hold	1,041	–	–	0.07%	24
2020 Q4	$147K	Hold	1,041	–	–	0.07%	25
2020 Q3	$153K	Hold	1,041	–	–	0.08%	24
2020 Q2	$140K	Hold	1,041	–	–	0.08%	24
2020 Q1	$127K	Hold	1,041	–	–	0.1%	23
2019 Q4	$145K	Sell	1,041 -363	-26%	-$48.7K	0.11%	22
2019 Q3	$186K	Buy	+1,404	New	+$186K	0.16%	18

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

MilWealth Group's FIS Position: Q2 2024 in Review

MilWealth Group sold out of Fidelity National Information Services (FIS) in Q2 2024, closing a stake of 573 shares — an estimated $42.5K sold.

MilWealth Group first reported a position in FIS in Q3 2019 and held it in 19 quarters. The position peaked at $186K in Q3 2019. 1,017 funds tracked by Wall St. Rank hold FIS as of Q2 2024.

MilWealth Group reported no remaining Fidelity National Information Services position as of Q2 2024 after selling out during the quarter.
MilWealth Group sold 573 Fidelity National Information Services shares in Q2 2024, an estimated $42.5K.
MilWealth Group first reported a position in Fidelity National Information Services in Q3 2019 and held it in 19 quarters.
MilWealth Group's Fidelity National Information Services position peaked at $186K in Q3 2019.
1,017 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2024.

Based on MilWealth Group's 13F filing for Q2 2024, filed 29 Jul 2024.