Sonora Investment Management Group’s Fidelity National Information Services FIS Stock Holding History

Sonora Investment Management Group’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 Q3	–	Sell	-2,806	Closed	-$208K	–	293
2024 Q2	$208K	Hold	2,806	–	–	0.02%	259
2024 Q1	$208K	Sell	2,806 -723	-20%	-$47.1K	0.02%	260
2023 Q4	$212K	Sell	3,529 -287	-8%	-$15.7K	0.02%	243
2023 Q3	$211K	Sell	3,816 -138	-3%	-$7.94K	0.02%	234
2023 Q2	$216K	Sell	3,954 -134	-3%	-$7.37K	0.02%	240
2023 Q1	$222K	Sell	4,088 -144	-3%	-$9.37K	0.02%	239
2022 Q4	$287K	Sell	4,232 -504	-11%	-$35.8K	0.03%	215
2022 Q3	$434K	Hold	4,736	–	–	0.06%	132
2022 Q2	$434K	Sell	4,736 -20	-0.4%	-$1.99K	0.04%	165
2022 Q1	$478K	Sell	4,756 -182	-4%	-$19K	0.05%	136
2021 Q4	$539K	Buy	+4,938	New	+$558K	0.06%	129

Other funds holding FIS

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sonora Investment Management Group's FIS Position: Q3 2024 in Review

Sonora Investment Management Group sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 2,806 shares — an estimated $208K sold.

Sonora Investment Management Group first reported a position in FIS in Q4 2021 and held it in 11 quarters. The position peaked at $539K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

Sonora Investment Management Group reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
Sonora Investment Management Group sold 2,806 Fidelity National Information Services shares in Q3 2024, an estimated $208K.
Sonora Investment Management Group first reported a position in Fidelity National Information Services in Q4 2021 and held it in 11 quarters.
Sonora Investment Management Group's Fidelity National Information Services position peaked at $539K in Q4 2021.
1,050 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Sonora Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.