Mosaic Family Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Mosaic Family Wealth Partners’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
2024 Q2	–	Sell	-3,357	Closed	-$249K	–	201
2024 Q1	$249K	Hold	3,357	–	–	0.04%	183
2023 Q4	$202K	Sell	3,357 -557	-14%	-$30.6K	0.03%	191
2023 Q3	$216K	Hold	3,914	–	–	0.04%	171
2023 Q2	$214K	Hold	3,914	–	–	0.04%	174
2023 Q1	$213K	Sell	3,914 -10	-0.3%	-$651	0.04%	174
2022 Q4	$266K	Buy	+3,924	New	+$279K	0.08%	150

Other funds holding FIS

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Mosaic Family Wealth Partners's FIS Position: Q2 2024 in Review

Mosaic Family Wealth Partners sold out of Fidelity National Information Services (FIS) in Q2 2024, closing a stake of 3,357 shares — an estimated $249K sold.

Mosaic Family Wealth Partners first reported a position in FIS in Q4 2022 and held it in 6 quarters. The position peaked at $266K in Q4 2022. 1,017 funds tracked by Wall St. Rank hold FIS as of Q2 2024.

Mosaic Family Wealth Partners reported no remaining Fidelity National Information Services position as of Q2 2024 after selling out during the quarter.
Mosaic Family Wealth Partners sold 3,357 Fidelity National Information Services shares in Q2 2024, an estimated $249K.
Mosaic Family Wealth Partners first reported a position in Fidelity National Information Services in Q4 2022 and held it in 6 quarters.
Mosaic Family Wealth Partners's Fidelity National Information Services position peaked at $266K in Q4 2022.
1,017 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2024, filed 6 Aug 2024.