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Next Financial Group’s Fidelity National Information Services FIS Stock Holding History

Next Financial Group’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
2021
Q4 		$125K Buy
1,143
+550
+93% +$62.1K 0.01% 1069
2021
Q3 		$72K Buy
593
+415
+233% +$55.7K 0.01% 1258
2021
Q2 		$25K Buy
178
+25
+16% +$3.71K ﹤0.01% 1665
2021
Q1 		$21K Buy
153
+17
+13% +$2.32K ﹤0.01% 1619
2020
Q4 		$19K Sell
136
-9
-6% -$1.28K ﹤0.01% 1552
2020
Q3 		$22K Buy
+145
New +$21K ﹤0.01% 1369
2020
Q2 		– Sell
-169
Closed -$21K – 1031
2020
Q1 		$21K Sell
169
-81
-32% -$11.2K ﹤0.01% 1252
2019
Q4 		$35K Buy
250
+40
+19% +$5.36K ﹤0.01% 1333
2019
Q3 		$28K Sell
210
-2,124
-91% -$282K ﹤0.01% 1317
2019
Q2 		$286K Sell
2,334
-7
-0.3% -$822 0.03% 539
2019
Q1 		$265K Buy
2,341
+2,297
+5,220% +$245K 0.07% 292
2018
Q4 		$5K Hold
44
– – ﹤0.01% 1543
2018
Q3 		$5K Buy
+44
New +$4.74K ﹤0.01% 1155
2017
Q4 		– Sell
-44
Closed -$4K – 635
2017
Q3 		$4K Hold
44
– – ﹤0.01% 1478
2017
Q2 		$4K Hold
44
– – ﹤0.01% 1600
2017
Q1 		$4K Sell
44
-150
-77% -$12.1K ﹤0.01% 1557
2016
Q4 		$15K Hold
194
– – ﹤0.01% 1487
2016
Q3 		$15K Buy
194
+148
+322% +$11.6K ﹤0.01% 1479
2016
Q2 		$3K Hold
46
– – ﹤0.01% 1508
2016
Q1 		$2K Hold
46
– – ﹤0.01% 1534
2015
Q4 		$2K Buy
46
+1
+2% +$66 ﹤0.01% 1589
2015
Q3 		$3K Hold
45
– – ﹤0.01% 1546
2015
Q2 		$2K Buy
45
+1
+2% +$64 ﹤0.01% 1663
2015
Q1 		$2K Sell
44
-431
-91% -$28.2K ﹤0.01% 1677
2014
Q4 		$30K Sell
475
-4
-0.8% -$235 0.01% 828
2014
Q3 		$27K Hold
479
– – 0.01% 1245
2014
Q2 		$26K Buy
+479
New +$25.7K 0.01% 513

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's FIS Position: Q4 2021 in Review

Next Financial Group increased its Fidelity National Information Services (FIS) stake by 93% in Q4 2021, buying an estimated $62.1K and bringing the position to 1,143 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #1069.

Next Financial Group first reported a position in FIS in Q2 2014 and has held it in 27 quarters since. The position peaked at $286K in Q2 2019. 1,143 funds tracked by Wall St. Rank hold FIS as of Q4 2021.

  • Next Financial Group held 1,143 shares of Fidelity National Information Services worth $125K as of Q4 2021.
  • Next Financial Group bought 550 Fidelity National Information Services shares in Q4 2021, an estimated $62.1K.
  • Fidelity National Information Services made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1069 holding.
  • Next Financial Group first reported a position in Fidelity National Information Services in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Fidelity National Information Services position peaked at $286K in Q2 2019.
  • 1,143 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.