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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
2022
Q1 		– Sell
-41,000
Closed -$4.47M – 646
2021
Q4 		$4.47M Hold
41,000
– – 0.54% 19
2021
Q3 		$4.99M Buy
+41,000
New +$5.5M 0.72% 14

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
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.