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Sound View Wealth Advisors Group’s Fidelity National Information Services FIS Stock Holding History

Sound View Wealth Advisors 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
2025
Q1 		– Sell
-3,097
Closed -$250K – 419
2024
Q4 		$250K Sell
3,097
-288
-9% -$24.8K 0.02% 370
2024
Q3 		$283K Buy
3,385
+703
+26% +$55.5K 0.02% 342
2024
Q2 		$202K Sell
2,682
-69
-3% -$5.11K 0.02% 352
2024
Q1 		$204K Buy
+2,751
New +$179K 0.02% 358
2023
Q2 		– Sell
-3,734
Closed -$203K – 368
2023
Q1 		$203K Buy
+3,734
New +$243K 0.03% 353
2022
Q4 		– Sell
-2,662
Closed -$201K – 389
2022
Q3 		$201K Sell
2,662
-100
-4% -$9.31K 0.05% 258
2022
Q2 		$253K Sell
2,762
-6
-0.2% -$596 0.05% 241
2022
Q1 		$278K Buy
2,768
+40
+1% +$4.18K 0.05% 247
2021
Q4 		$298K Sell
2,728
-1,290
-32% -$146K 0.06% 243
2021
Q3 		$489K Sell
4,018
-324
-7% -$43.5K 0.1% 175
2021
Q2 		$615K Sell
4,342
-777
-15% -$115K 0.13% 150
2021
Q1 		$720K Buy
5,119
+1,330
+35% +$182K 0.17% 128
2020
Q4 		$536K Buy
3,789
+348
+10% +$49.7K 0.13% 143
2020
Q3 		$507K Buy
3,441
+182
+6% +$26.3K 0.13% 140
2020
Q2 		$437K Buy
3,259
+552
+20% +$72.5K 0.12% 145
2020
Q1 		$329K Buy
+2,707
New +$376K 0.11% 152

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sound View Wealth Advisors Group's FIS Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 3,097 shares — an estimated $250K sold.

Sound View Wealth Advisors Group first reported a position in FIS in Q1 2020 and held it in 16 quarters. The position peaked at $720K in Q1 2021. 1,025 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • Sound View Wealth Advisors Group reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 3,097 Fidelity National Information Services shares in Q1 2025, an estimated $250K.
  • Sound View Wealth Advisors Group first reported a position in Fidelity National Information Services in Q1 2020 and held it in 16 quarters.
  • Sound View Wealth Advisors Group's Fidelity National Information Services position peaked at $720K in Q1 2021.
  • 1,025 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.