Moneta Group Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Moneta Group Investment Advisors’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 Q3	–	Sell	-6,869	Closed	-$376K	–	543
2023 Q2	$376K	Buy	6,869 +34	+0.5%	+$1.87K	0.01%	389
2023 Q1	$371K	Buy	6,835 +691	+11%	+$45K	0.01%	370
2022 Q4	$461K	Buy	+6,144	New	+$436K	0.01%	304
2019 Q2	–	Sell	-389	Closed	-$44K	–	258
2019 Q1	$44K	Buy	+389	New	+$41.5K	﹤0.01%	232
2018 Q3	–	Sell	-1,078	Closed	-$114K	–	284
2018 Q2	$114K	Buy	+1,078	New	+$110K	0.01%	275
2018 Q1	–	Sell	-4	Closed	–	–	650
2017 Q4	$0	Buy	+4	New	+$376	﹤0.01%	495
2015 Q2	–	Sell	-15,000	Closed	-$1.02M	–	137
2015 Q1	$1.02M	Buy	15,000 +10,000	+200%	+$654K	0.44%	33
2014 Q4	$311K	Buy	+5,000	New	+$294K	0.15%	113

Other funds holding FIS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Moneta Group Investment Advisors's FIS Position: Q3 2023 in Review

Moneta Group Investment Advisors sold out of Fidelity National Information Services (FIS) in Q3 2023, closing a stake of 6,869 shares — an estimated $376K sold.

Moneta Group Investment Advisors first reported a position in FIS in Q4 2014 and held it in 8 quarters. The position peaked at $1.02M in Q1 2015. 924 funds tracked by Wall St. Rank hold FIS as of Q3 2023.

Moneta Group Investment Advisors reported no remaining Fidelity National Information Services position as of Q3 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 6,869 Fidelity National Information Services shares in Q3 2023, an estimated $376K.
Moneta Group Investment Advisors first reported a position in Fidelity National Information Services in Q4 2014 and held it in 8 quarters.
Moneta Group Investment Advisors's Fidelity National Information Services position peaked at $1.02M in Q1 2015.
924 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.