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Sonoma Private Wealth’s Fidelity National Information Services FIS Stock Holding History

Sonoma Private Wealth’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
2024
Q4 		– Sell
-6,205
Closed -$520K – 85
2024
Q3 		$520K Buy
6,205
+469
+8% +$37K 0.81% 43
2024
Q2 		$432K Sell
5,736
-90
-2% -$6.66K 0.7% 48
2024
Q1 		$432K Sell
5,826
-117
-2% -$7.62K 0.7% 52
2023
Q4 		$357K Buy
+5,943
New +$326K 0.59% 56

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sonoma Private Wealth's FIS Position: Q4 2024 in Review

Sonoma Private Wealth sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 6,205 shares — an estimated $520K sold.

Sonoma Private Wealth first reported a position in FIS in Q4 2023 and held it in 4 quarters. The position peaked at $520K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

  • Sonoma Private Wealth reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 6,205 Fidelity National Information Services shares in Q4 2024, an estimated $520K.
  • Sonoma Private Wealth first reported a position in Fidelity National Information Services in Q4 2023 and held it in 4 quarters.
  • Sonoma Private Wealth's Fidelity National Information Services position peaked at $520K in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.