PWM
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PRW Wealth Management’s Fidelity National Information Services FIS Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-58
Closed -$6K – 284
2019
Q1 		$6K Hold
58
– – 0.01% 343
2018
Q4 		$5K Buy
+58
New +$6.04K 0.01% 371

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PRW Wealth Management's FIS Position: Q2 2019 in Review

PRW Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2019, closing a stake of 58 shares — an estimated $6K sold.

PRW Wealth Management first reported a position in FIS in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 853 funds tracked by Wall St. Rank hold FIS as of Q2 2019.

  • PRW Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 58 Fidelity National Information Services shares in Q2 2019, an estimated $6K.
  • PRW Wealth Management first reported a position in Fidelity National Information Services in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Fidelity National Information Services position peaked at $6K in Q1 2019.
  • 853 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.