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

Pinnacle Wealth Management Group’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	-3,233	Closed	-$219K	–	103
2022 Q4	$219K	Sell	3,233 -100	-3%	-$7.1K	0.19%	96
2022 Q3	$252K	Sell	3,333 -152	-4%	-$14.2K	0.22%	87
2022 Q2	$319K	Hold	3,485	–	–	0.27%	83
2022 Q1	$350K	Sell	3,485 -371	-10%	-$38.8K	0.26%	90
2021 Q4	$421K	Sell	3,856 -438	-10%	-$49.5K	0.31%	76
2021 Q3	$522K	Sell	4,294 -106	-2%	-$14.2K	0.39%	64
2021 Q2	$623K	Buy	+4,400	New	+$653K	0.45%	55

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Management Group's FIS Position: Q1 2023 in Review

Pinnacle Wealth Management Group sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 3,233 shares — an estimated $219K sold.

Pinnacle Wealth Management Group first reported a position in FIS in Q2 2021 and held it in 7 quarters. The position peaked at $623K in Q2 2021. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

Pinnacle Wealth Management Group reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
Pinnacle Wealth Management Group sold 3,233 Fidelity National Information Services shares in Q1 2023, an estimated $219K.
Pinnacle Wealth Management Group first reported a position in Fidelity National Information Services in Q2 2021 and held it in 7 quarters.
Pinnacle Wealth Management Group's Fidelity National Information Services position peaked at $623K in Q2 2021.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2023, filed 26 Apr 2023.