SMA
Sage Mountain Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,449
| Closed | -$279K | – | 501 |
|
|
2024
Q4 | $279K | Sell |
3,449
-2,011
| -37% | -$162K | 0.02% | 310 |
|
|
2024
Q3 | $457K | Buy |
+5,460
| New | +$457K | 0.04% | 217 |
|
|
2022
Q1 | – | Sell |
-21,463
| Closed | -$2.34M | – | 646 |
|
|
2021
Q4 | $2.34M | Sell |
21,463
-13
| -0.1% | -$1.42K | 0.28% | 46 |
|
|
2021
Q3 | $2.61M | Buy |
21,476
+30
| +0.1% | +$3.65K | 0.38% | 35 |
|
|
2021
Q2 | $3.04M | Buy |
21,446
+121
| +0.6% | +$17.1K | 0.5% | 28 |
|
|
2021
Q1 | $3M | Buy |
21,325
+459
| +2% | +$64.6K | 0.64% | 24 |
|
|
2020
Q4 | $2.95M | Buy |
+20,866
| New | +$2.95M | 0.97% | 15 |
|