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

Minot 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
2020
Q2 		– Sell
-6,310
Closed -$768K – 117
2020
Q1 		$768K Sell
6,310
-5,179
-45% -$719K 0.55% 58
2019
Q4 		$1.71M Buy
+11,489
New +$1.54M 0.78% 45

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Minot Wealth Management's FIS Position: Q2 2020 in Review

Minot Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2020, closing a stake of 6,310 shares — an estimated $768K sold.

Minot Wealth Management first reported a position in FIS in Q4 2019 and held it in 2 quarters. The position peaked at $1.71M in Q4 2019. 1,126 funds tracked by Wall St. Rank hold FIS as of Q2 2020.

  • Minot Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2020 after selling out during the quarter.
  • Minot Wealth Management sold 6,310 Fidelity National Information Services shares in Q2 2020, an estimated $768K.
  • Minot Wealth Management first reported a position in Fidelity National Information Services in Q4 2019 and held it in 2 quarters.
  • Minot Wealth Management's Fidelity National Information Services position peaked at $1.71M in Q4 2019.
  • 1,126 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2020.

Based on Minot Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.