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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
-400
Closed -$49K – 262
2021
Q3 		$49K Hold
400
– – 0.01% 224
2021
Q2 		$57K Hold
400
– – 0.01% 227
2021
Q1 		$56K Buy
+400
New +$54.6K 0.01% 222

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 1,143 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.
  • 1,143 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.