Personal CFO Solutions’s Fidelity National Information Services FIS Stock Holding History

Personal CFO Solutions’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 Q4	–	Sell	-13,746	Closed	-$760K	–	526
2023 Q3	$760K	Sell	13,746 -29	-0.2%	-$1.67K	0.15%	133
2023 Q2	$753K	Buy	13,775 +648	+5%	+$35.7K	0.15%	133
2023 Q1	$713K	Buy	13,127 +4,332	+49%	+$282K	0.15%	134
2022 Q4	$597K	Buy	+8,795	New	+$625K	0.13%	163
2022 Q3	–	Sell	-2,317	Closed	-$212K	–	435
2022 Q2	$212K	Sell	2,317 -451	-16%	-$44.8K	0.05%	378
2022 Q1	$278K	Buy	2,768 +490	+22%	+$51.3K	0.05%	359
2021 Q4	$249K	Buy	2,278 +573	+34%	+$64.7K	0.05%	383
2021 Q3	$208K	Buy	1,705 +123	+8%	+$16.5K	0.04%	410
2021 Q2	$224K	Buy	+1,582	New	+$235K	0.05%	382

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Personal CFO Solutions's FIS Position: Q4 2023 in Review

Personal CFO Solutions sold out of Fidelity National Information Services (FIS) in Q4 2023, closing a stake of 13,746 shares — an estimated $760K sold.

Personal CFO Solutions first reported a position in FIS in Q2 2021 and held it in 9 quarters. The position peaked at $760K in Q3 2023. 970 funds tracked by Wall St. Rank hold FIS as of Q4 2023.

Personal CFO Solutions reported no remaining Fidelity National Information Services position as of Q4 2023 after selling out during the quarter.
Personal CFO Solutions sold 13,746 Fidelity National Information Services shares in Q4 2023, an estimated $760K.
Personal CFO Solutions first reported a position in Fidelity National Information Services in Q2 2021 and held it in 9 quarters.
Personal CFO Solutions's Fidelity National Information Services position peaked at $760K in Q3 2023.
970 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.