MinichMacGregor Wealth Management’s Fidelity National Information Services FIS Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-322	Closed	-$21.8K	–	271
2022 Q4	$21.8K	Buy	+322	New	+$22.9K	0.01%	303
2017 Q4	–	Sell	-13	Closed	-$1.22K	–	497
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	429
2017 Q2	$1K	Sell	13 -4	-24%	-$335	﹤0.01%	423
2017 Q1	$1K	Sell	17 -2	-11%	-$161	﹤0.01%	415
2016 Q4	$1K	Sell	19 -800	-98%	-$61K	﹤0.01%	415
2016 Q3	$63K	Hold	819	–	–	0.06%	93
2016 Q2	$60K	Buy	819 +19	+2%	+$1.34K	0.06%	91
2016 Q1	$50K	Hold	800	–	–	0.05%	106
2015 Q4	$50K	Buy	+800	New	+$52.9K	0.05%	103

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MinichMacGregor Wealth Management's FIS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 322 shares — an estimated $21.8K sold.

MinichMacGregor Wealth Management first reported a position in FIS in Q4 2015 and held it in 9 quarters. The position peaked at $63K in Q3 2016. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 322 Fidelity National Information Services shares in Q1 2023, an estimated $21.8K.
MinichMacGregor Wealth Management first reported a position in Fidelity National Information Services in Q4 2015 and held it in 9 quarters.
MinichMacGregor Wealth Management's Fidelity National Information Services position peaked at $63K in Q3 2016.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.