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	–	498
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return