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

Modera 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
2025
Q3 		– Sell
-2,848
Closed -$232K – 656
2025
Q2 		$232K Sell
2,848
-109
-4% -$8.48K ﹤0.01% 593
2025
Q1 		$221K Sell
2,957
-33
-1% -$2.48K ﹤0.01% 580
2024
Q4 		$242K Buy
2,990
+137
+5% +$11.8K ﹤0.01% 557
2024
Q3 		$239K Buy
2,853
+40
+1% +$3.16K ﹤0.01% 544
2024
Q2 		$212K Sell
2,813
-195
-6% -$14.4K ﹤0.01% 536
2024
Q1 		$223K Buy
+3,008
New +$196K ﹤0.01% 528
2022
Q1 		– Sell
-3,807
Closed -$415K – 441
2021
Q4 		$415K Buy
+3,807
New +$430K 0.02% 320

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