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Paragon Wealth Strategies’s Fidelity National Information Services FIS Stock Holding History

Paragon Wealth Strategies’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
Q1 		– Sell
-181
Closed -$12.3K – 101
2022
Q4 		$12.3K Hold
181
– – 0.01% 131
2022
Q3 		$14K Buy
+181
New +$16.9K 0.01% 89
2021
Q3 		– Sell
-181
Closed -$26K – 128
2021
Q2 		$26K Buy
+181
New +$26.9K 0.01% 116

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Paragon Wealth Strategies's FIS Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 181 shares — an estimated $12.3K sold.

Paragon Wealth Strategies first reported a position in FIS in Q2 2021 and held it in 3 quarters. The position peaked at $26K in Q2 2021. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 181 Fidelity National Information Services shares in Q1 2023, an estimated $12.3K.
  • Paragon Wealth Strategies first reported a position in Fidelity National Information Services in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Fidelity National Information Services position peaked at $26K in Q2 2021.
  • 951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.