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

Orgel 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
2019
Q4 		– Sell
-2,918
Closed -$387K – 52
2019
Q3 		$387K Buy
+2,918
New +$387K 0.15% 27

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orgel Wealth Management's FIS Position: Q4 2019 in Review

Orgel Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2019, closing a stake of 2,918 shares — an estimated $387K sold.

Orgel Wealth Management first reported a position in FIS in Q3 2019 and held it in 1 quarter. The position peaked at $387K in Q3 2019. 1,128 funds tracked by Wall St. Rank hold FIS as of Q4 2019.

  • Orgel Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2019 after selling out during the quarter.
  • Orgel Wealth Management sold 2,918 Fidelity National Information Services shares in Q4 2019, an estimated $387K.
  • Orgel Wealth Management first reported a position in Fidelity National Information Services in Q3 2019 and held it in 1 quarter.
  • Orgel Wealth Management's Fidelity National Information Services position peaked at $387K in Q3 2019.
  • 1,128 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2019.

Based on Orgel Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.