Personal Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-1,098	Closed	-$156K	–	192
2021 Q2	$156K	Buy	+1,098	New	+$163K	0.06%	89
2020 Q1	–	Sell	-140	Closed	-$19K	–	250
2019 Q4	$19K	Hold	140	–	–	0.01%	198
2019 Q3	$19K	Buy	140 +22	+19%	+$2.92K	0.01%	202
2019 Q2	$14K	Buy	+118	New	+$13.9K	0.01%	197

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Personal Wealth Partners's FIS Position: Q3 2021 in Review

Personal Wealth Partners sold out of Fidelity National Information Services (FIS) in Q3 2021, closing a stake of 1,098 shares — an estimated $156K sold.

Personal Wealth Partners first reported a position in FIS in Q2 2019 and held it in 4 quarters. The position peaked at $156K in Q2 2021. 1,086 funds tracked by Wall St. Rank hold FIS as of Q3 2021.

Personal Wealth Partners reported no remaining Fidelity National Information Services position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,098 Fidelity National Information Services shares in Q3 2021, an estimated $156K.
Personal Wealth Partners first reported a position in Fidelity National Information Services in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Fidelity National Information Services position peaked at $156K in Q2 2021.
1,086 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.