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Regent Peak Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-1,359
Closed -$192K – 436
2020
Q4 		$192K Buy
+1,359
New +$194K 0.06% 142

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Massachusetts Financial Services
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Viking Global Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's FIS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q1 2021, closing a stake of 1,359 shares — an estimated $192K sold.

Regent Peak Wealth Advisors first reported a position in FIS in Q4 2020 and held it in 1 quarter. The position peaked at $192K in Q4 2020. 1,109 funds tracked by Wall St. Rank hold FIS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Fidelity National Information Services position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,359 Fidelity National Information Services shares in Q1 2021, an estimated $192K.
  • Regent Peak Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Fidelity National Information Services position peaked at $192K in Q4 2020.
  • 1,109 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.