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

Sheets Smith 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
2020 Q1	–	Sell	-10,110	Closed	-$1.4M	–	290
2019 Q4	$1.4M	Sell	10,110 -246	-2%	-$33K	0.27%	96
2019 Q3	$1.38M	Buy	10,356 +5,848	+130%	+$777K	0.28%	96
2019 Q2	$553K	Sell	4,508 -66	-1%	-$7.75K	0.11%	187
2019 Q1	$517K	Buy	4,574 +5	+0.1%	+$533	0.11%	199
2018 Q4	$469K	Sell	4,569 -20	-0.4%	-$2.08K	0.13%	170
2018 Q3	$501K	Sell	4,589 -10	-0.2%	-$1.08K	0.1%	213
2018 Q2	$488K	Buy	4,599 +18	+0.4%	+$1.83K	0.11%	196
2018 Q1	$441K	Sell	4,581 -123	-3%	-$12.1K	0.11%	203
2017 Q4	$443K	Buy	4,704 +108	+2%	+$10.2K	0.1%	204
2017 Q3	$429K	Buy	+4,596	New	+$418K	0.11%	204

Other funds holding FIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheets Smith Wealth Management's FIS Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2020, closing a stake of 10,110 shares — an estimated $1.4M sold.

Sheets Smith Wealth Management first reported a position in FIS in Q3 2017 and held it in 10 quarters. The position peaked at $1.4M in Q4 2019. 1,110 funds tracked by Wall St. Rank hold FIS as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,110 Fidelity National Information Services shares in Q1 2020, an estimated $1.4M.
Sheets Smith Wealth Management first reported a position in Fidelity National Information Services in Q3 2017 and held it in 10 quarters.
Sheets Smith Wealth Management's Fidelity National Information Services position peaked at $1.4M in Q4 2019.
1,110 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.