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Strategic Financial Concepts’s Fidelity National Information Services FIS Stock Holding History

Strategic Financial Concepts’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
-96,538
Closed -$1.26K – 395
2024
Q2 		$1.26K Buy
+96,538
New +$7.15M ﹤0.01% 591

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Strategic Financial Concepts's FIS Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 96,538 shares — an estimated $1.26K sold.

Strategic Financial Concepts first reported a position in FIS in Q2 2024 and held it in 1 quarter. The position peaked at $1.26K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 96,538 Fidelity National Information Services shares in Q3 2024, an estimated $1.26K.
  • Strategic Financial Concepts first reported a position in Fidelity National Information Services in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Fidelity National Information Services position peaked at $1.26K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.