SWM
FIS icon

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

Stockman 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
2021
Q1 		– Sell
-1,625
Closed -$230K – 194
2020
Q4 		$230K Buy
1,625
+250
+18% +$35.7K 0.07% 157
2020
Q3 		$202K Buy
+1,375
New +$199K 0.07% 155

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stockman Wealth Management's FIS Position: Q1 2021 in Review

Stockman Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2021, closing a stake of 1,625 shares — an estimated $230K sold.

Stockman Wealth Management first reported a position in FIS in Q3 2020 and held it in 2 quarters. The position peaked at $230K in Q4 2020. 1,109 funds tracked by Wall St. Rank hold FIS as of Q1 2021.

  • Stockman Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2021 after selling out during the quarter.
  • Stockman Wealth Management sold 1,625 Fidelity National Information Services shares in Q1 2021, an estimated $230K.
  • Stockman Wealth Management first reported a position in Fidelity National Information Services in Q3 2020 and held it in 2 quarters.
  • Stockman Wealth Management's Fidelity National Information Services position peaked at $230K in Q4 2020.
  • 1,109 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2021.

Based on Stockman Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.