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

Ropes 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
Q3 		– Sell
-1,481
Closed -$210K – 276
2021
Q2 		$210K Buy
+1,481
New +$220K 0.03% 254
2021
Q1 		– Sell
-539
Closed -$76K – 441
2020
Q4 		$76K Buy
539
+31
+6% +$4.42K 0.01% 339
2020
Q3 		$75K Sell
508
-36
-7% -$5.2K 0.01% 299
2020
Q2 		$73K Buy
544
+36
+7% +$4.73K 0.01% 282
2020
Q1 		$62K Hold
508
– – 0.02% 262
2019
Q4 		$71K Hold
508
– – 0.02% 304
2019
Q3 		$67K Buy
508
+88
+21% +$11.7K 0.01% 313
2019
Q2 		$52K Sell
420
-130
-24% -$15.3K 0.01% 332
2019
Q1 		$62K Hold
550
– – 0.02% 307
2018
Q4 		$56K Buy
550
+420
+323% +$43.8K 0.02% 298
2018
Q3 		$14K Sell
130
-1,184
-90% -$128K ﹤0.01% 435
2018
Q2 		$139K Hold
1,314
– – 0.04% 253
2018
Q1 		$127K Sell
1,314
-445
-25% -$43.6K 0.03% 251
2017
Q4 		$166K Sell
1,759
-2,574
-59% -$242K 0.04% 228
2017
Q3 		$405K Sell
4,333
-260
-6% -$23.6K 0.11% 156
2017
Q2 		$392K Sell
4,593
-253
-5% -$21.2K 0.11% 156
2017
Q1 		$386K Buy
4,846
+578
+14% +$46.5K 0.11% 157
2016
Q4 		$323K Buy
4,268
+1,912
+81% +$146K 0.1% 165
2016
Q3 		$181K Buy
2,356
+597
+34% +$46.6K 0.06% 198
2016
Q2 		$130K Buy
+1,759
New +$124K 0.05% 211

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ropes Wealth Advisors's FIS Position: Q3 2021 in Review

Ropes Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q3 2021, closing a stake of 1,481 shares — an estimated $210K sold.

Ropes Wealth Advisors first reported a position in FIS in Q2 2016 and held it in 20 quarters. The position peaked at $405K in Q3 2017. 1,086 funds tracked by Wall St. Rank hold FIS as of Q3 2021.

  • Ropes Wealth Advisors reported no remaining Fidelity National Information Services position as of Q3 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,481 Fidelity National Information Services shares in Q3 2021, an estimated $210K.
  • Ropes Wealth Advisors first reported a position in Fidelity National Information Services in Q2 2016 and held it in 20 quarters.
  • Ropes Wealth Advisors's Fidelity National Information Services position peaked at $405K in Q3 2017.
  • 1,086 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2021.

Based on Ropes Wealth Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.