Outlook Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Outlook Wealth 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
2022 Q3	–	Sell	-5,394	Closed	-$495K	–	186
2022 Q2	$495K	Buy	5,394 +173	+3%	+$17.2K	0.2%	124
2022 Q1	$525K	Sell	5,221 -5	-0.1%	-$523	0.18%	132
2021 Q4	$570K	Buy	5,226 +292	+6%	+$33K	0.17%	130
2021 Q3	$600K	Buy	4,934 +149	+3%	+$20K	0.2%	123
2021 Q2	$678K	Buy	4,785 +1,775	+59%	+$264K	0.22%	115
2021 Q1	$423K	Sell	3,010 -689	-19%	-$94.1K	0.15%	154
2020 Q4	$523K	Buy	3,699 +36	+1%	+$5.14K	0.19%	123
2020 Q3	$539K	Buy	3,663 +104	+3%	+$15K	0.21%	104
2020 Q2	$477K	Buy	3,559 +182	+5%	+$23.9K	0.2%	100
2020 Q1	$411K	Buy	3,377 +155	+5%	+$21.5K	0.23%	88
2019 Q4	$448K	Buy	3,222 +736	+30%	+$98.7K	0.25%	72
2019 Q3	$330K	Buy	+2,486	New	+$330K	0.2%	119

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Outlook Wealth Advisors's FIS Position: Q3 2022 in Review

Outlook Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 5,394 shares — an estimated $495K sold.

Outlook Wealth Advisors first reported a position in FIS in Q3 2019 and held it in 12 quarters. The position peaked at $678K in Q2 2021. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

Outlook Wealth Advisors reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 5,394 Fidelity National Information Services shares in Q3 2022, an estimated $495K.
Outlook Wealth Advisors first reported a position in Fidelity National Information Services in Q3 2019 and held it in 12 quarters.
Outlook Wealth Advisors's Fidelity National Information Services position peaked at $678K in Q2 2021.
1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on Outlook Wealth Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.