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Schechter Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Schechter Investment 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 		$633K Sell
8,478
-2,357
-22% -$177K 0.05% 316
2024
Q4 		$875K Sell
10,835
-1,168
-10% -$101K 0.07% 262
2024
Q3 		$1.01M Buy
12,003
+289
+2% +$22.8K 0.07% 253
2024
Q2 		$883K Buy
11,714
+5,446
+87% +$403K 0.07% 267
2024
Q1 		$465K Buy
+6,268
New +$408K 0.03% 393
2023
Q1 		– Sell
-3,719
Closed -$252K – 716
2022
Q4 		$252K Buy
3,719
+1,067
+40% +$75.8K 0.02% 687
2022
Q3 		$201K Sell
2,652
-10,121
-79% -$942K 0.02% 840
2022
Q2 		$1.17M Buy
12,773
+2,542
+25% +$252K 0.11% 231
2022
Q1 		$1.03M Buy
10,231
+6,641
+185% +$695K 0.1% 295
2021
Q4 		$392K Buy
+3,590
New +$406K 0.04% 589

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schechter Investment Advisors's FIS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Fidelity National Information Services (FIS) stake by 22% in Q1 2025, selling an estimated $177K and leaving 8,478 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #316.

Schechter Investment Advisors first reported a position in FIS in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2022. 1,025 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • Schechter Investment Advisors held 8,478 shares of Fidelity National Information Services worth $633K as of Q1 2025.
  • Schechter Investment Advisors sold 2,357 Fidelity National Information Services shares in Q1 2025, an estimated $177K.
  • Fidelity National Information Services made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #316 holding.
  • Schechter Investment Advisors first reported a position in Fidelity National Information Services in Q4 2021 and has held it in 10 quarters since.
  • Schechter Investment Advisors's Fidelity National Information Services position peaked at $1.17M in Q2 2022.
  • 1,025 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.