Sage Mountain Advisors’s Fidelity National Information Services FIS Stock Holding History

Sage Mountain 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
2025 Q1	–	Sell	-3,449	Closed	-$279K	–	501
2024 Q4	$279K	Sell	3,449 -2,011	-37%	-$173K	0.02%	310
2024 Q3	$457K	Buy	+5,460	New	+$431K	0.04%	217
2022 Q1	–	Sell	-21,463	Closed	-$2.34M	–	647
2021 Q4	$2.34M	Sell	21,463 -13	-0.1%	-$1.47K	0.28%	47
2021 Q3	$2.61M	Buy	21,476 +30	+0.1%	+$4.02K	0.38%	36
2021 Q2	$3.04M	Buy	21,446 +121	+0.6%	+$18K	0.5%	28
2021 Q1	$3M	Buy	21,325 +459	+2%	+$62.7K	0.64%	24
2020 Q4	$2.95M	Buy	+20,866	New	+$2.98M	0.97%	15

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sage Mountain Advisors's FIS Position: Q1 2025 in Review

Sage Mountain Advisors sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 3,449 shares — an estimated $279K sold.

Sage Mountain Advisors first reported a position in FIS in Q4 2020 and held it in 7 quarters. The position peaked at $3.04M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

Sage Mountain Advisors reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
Sage Mountain Advisors sold 3,449 Fidelity National Information Services shares in Q1 2025, an estimated $279K.
Sage Mountain Advisors first reported a position in Fidelity National Information Services in Q4 2020 and held it in 7 quarters.
Sage Mountain Advisors's Fidelity National Information Services position peaked at $3.04M in Q2 2021.
1,028 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Sage Mountain Advisors's 13F filing for Q1 2025, filed 2 May 2025.