SSWM
FIS icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return