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

Smith Salley 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 Q1	–	Sell	-1,909	Closed	-$208K	–	244
2021 Q4	$208K	Sell	1,909 -456	-19%	-$51.5K	0.01%	237
2021 Q3	$288K	Hold	2,365	–	–	0.02%	213
2021 Q2	$335K	Sell	2,365 -59	-2%	-$8.76K	0.03%	211
2021 Q1	$341K	Sell	2,424 -153	-6%	-$20.9K	0.03%	202
2020 Q4	$365K	Sell	2,577 -61	-2%	-$8.71K	0.04%	176
2020 Q3	$388K	Sell	2,638 -70	-3%	-$10.1K	0.05%	146
2020 Q2	$363K	Sell	2,708 -7	-0.3%	-$919	0.05%	142
2020 Q1	$330K	Buy	+2,715	New	+$377K	0.05%	141

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

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

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

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Smith Salley Wealth Management's FIS Position: Q1 2022 in Review

Smith Salley Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2022, closing a stake of 1,909 shares — an estimated $208K sold.

Smith Salley Wealth Management first reported a position in FIS in Q1 2020 and held it in 8 quarters. The position peaked at $388K in Q3 2020. 1,106 funds tracked by Wall St. Rank hold FIS as of Q1 2022.

Smith Salley Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 1,909 Fidelity National Information Services shares in Q1 2022, an estimated $208K.
Smith Salley Wealth Management first reported a position in Fidelity National Information Services in Q1 2020 and held it in 8 quarters.
Smith Salley Wealth Management's Fidelity National Information Services position peaked at $388K in Q3 2020.
1,106 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2022.

Based on Smith Salley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.