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

Selective 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
2022 Q4	–	Sell	-203	Closed	-$15K	–	326
2022 Q3	$15K	Hold	203	–	–	0.01%	468
2022 Q2	$19K	Buy	203 +71	+54%	+$7.05K	0.01%	471
2022 Q1	$13K	Buy	132 +32	+32%	+$3.35K	﹤0.01%	500
2021 Q4	$11K	Hold	100	–	–	﹤0.01%	475
2021 Q3	$12K	Hold	100	–	–	0.01%	411
2021 Q2	$14K	Hold	100	–	–	0.01%	307
2021 Q1	$14K	Hold	100	–	–	0.01%	219
2020 Q4	$14K	Buy	+100	New	+$14.3K	0.01%	211
2020 Q3	–	Sell	-39	Closed	-$5K	–	349
2020 Q2	$5K	Hold	39	–	–	﹤0.01%	302
2020 Q1	$5K	Hold	39	–	–	0.01%	203
2019 Q4	$5K	Hold	39	–	–	0.01%	217
2019 Q3	$5K	Buy	+39	New	+$5.18K	0.01%	219

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's FIS Position: Q4 2022 in Review

Selective Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2022, closing a stake of 203 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in FIS in Q3 2019 and held it in 12 quarters. The position peaked at $19K in Q2 2022. 1,021 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

Selective Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 203 Fidelity National Information Services shares in Q4 2022, an estimated $15K.
Selective Wealth Management first reported a position in Fidelity National Information Services in Q3 2019 and held it in 12 quarters.
Selective Wealth Management's Fidelity National Information Services position peaked at $19K in Q2 2022.
1,021 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.