Stonebridge Financial Planning Group’s Fidelity National Information Services FIS Stock Holding History

Stonebridge Financial Planning 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
2021 Q3	–	Sell	-150	Closed	-$22K	–	415
2021 Q2	$22K	Hold	150	–	–	0.01%	292
2021 Q1	$23K	Hold	150	–	–	0.01%	290
2020 Q4	$21K	Hold	150	–	–	0.01%	275
2020 Q3	$22K	Hold	150	–	–	0.02%	262
2020 Q2	$21K	Hold	150	–	–	0.02%	260
2020 Q1	$19K	Hold	150	–	–	0.02%	248
2019 Q4	$21K	Buy	+150	New	+$20.1K	0.02%	237

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Stonebridge Financial Planning Group's FIS Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of Fidelity National Information Services (FIS) in Q3 2021, closing a stake of 150 shares — an estimated $22K sold.

Stonebridge Financial Planning Group first reported a position in FIS in Q4 2019 and held it in 7 quarters. The position peaked at $23K in Q1 2021. 1,084 funds tracked by Wall St. Rank hold FIS as of Q3 2021.

Stonebridge Financial Planning Group reported no remaining Fidelity National Information Services position as of Q3 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 150 Fidelity National Information Services shares in Q3 2021, an estimated $22K.
Stonebridge Financial Planning Group first reported a position in Fidelity National Information Services in Q4 2019 and held it in 7 quarters.
Stonebridge Financial Planning Group's Fidelity National Information Services position peaked at $23K in Q1 2021.
1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.