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Realta Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-1,539
Closed -$213K – 675
2019
Q4 		$213K Sell
1,539
-636
-29% -$85.3K 0.06% 324
2019
Q3 		$288K Buy
2,175
+2,049
+1,626% +$272K 0.08% 264
2019
Q2 		$15K Buy
+126
New +$14.8K ﹤0.01% 1030

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Realta Investment Advisors's FIS Position: Q1 2020 in Review

Realta Investment Advisors sold out of Fidelity National Information Services (FIS) in Q1 2020, closing a stake of 1,539 shares — an estimated $213K sold.

Realta Investment Advisors first reported a position in FIS in Q2 2019 and held it in 3 quarters. The position peaked at $288K in Q3 2019. 1,111 funds tracked by Wall St. Rank hold FIS as of Q1 2020.

  • Realta Investment Advisors reported no remaining Fidelity National Information Services position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,539 Fidelity National Information Services shares in Q1 2020, an estimated $213K.
  • Realta Investment Advisors first reported a position in Fidelity National Information Services in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Fidelity National Information Services position peaked at $288K in Q3 2019.
  • 1,111 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.