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Segment Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Segment Wealth Management’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
Q4 		– Sell
-2,051
Closed -$250K – 263
2021
Q3 		$250K Sell
2,051
-311
-13% -$41.7K 0.03% 199
2021
Q2 		$335K Hold
2,362
– – 0.04% 190
2021
Q1 		$332K Buy
2,362
+913
+63% +$125K 0.04% 185
2020
Q4 		$205K Buy
+1,449
New +$207K 0.03% 207

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Segment Wealth Management's FIS Position: Q4 2021 in Review

Segment Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2021, closing a stake of 2,051 shares — an estimated $250K sold.

Segment Wealth Management first reported a position in FIS in Q4 2020 and held it in 4 quarters. The position peaked at $335K in Q2 2021. 1,142 funds tracked by Wall St. Rank hold FIS as of Q4 2021.

  • Segment Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2021 after selling out during the quarter.
  • Segment Wealth Management sold 2,051 Fidelity National Information Services shares in Q4 2021, an estimated $250K.
  • Segment Wealth Management first reported a position in Fidelity National Information Services in Q4 2020 and held it in 4 quarters.
  • Segment Wealth Management's Fidelity National Information Services position peaked at $335K in Q2 2021.
  • 1,142 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2021.

Based on Segment Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.