SWM
FIS icon

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

Sugarloaf 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
2024
Q1 		– Sell
-325
Closed -$19.5K – 696
2023
Q4 		$19.5K Sell
325
-661
-67% -$36.3K ﹤0.01% 398
2023
Q3 		$54.5K Sell
986
-336
-25% -$19.3K 0.01% 281
2023
Q2 		$72.3K Sell
1,322
-1,073
-45% -$59K 0.02% 242
2023
Q1 		$130K Buy
2,395
+349
+17% +$22.7K 0.03% 176
2022
Q4 		$139K Sell
2,046
-20,479
-91% -$1.45M 0.03% 161
2022
Q3 		$1.71M Buy
22,525
+1,527
+7% +$142K 0.44% 37
2022
Q2 		$1.93M Buy
20,998
+3,622
+21% +$360K 0.48% 36
2022
Q1 		$1.77M Buy
17,376
+2,578
+17% +$270K 0.42% 36
2021
Q4 		$1.61M Buy
14,798
+1,724
+13% +$195K 0.38% 37
2021
Q3 		$1.59M Buy
13,074
+2,198
+20% +$295K 0.42% 37
2021
Q2 		$1.54M Buy
10,876
+1,047
+11% +$155K 0.42% 37
2021
Q1 		$1.38K Buy
9,829
+3,086
+46% +$421K 0.41% 35
2020
Q4 		$954K Buy
6,743
+575
+9% +$82.1K 0.32% 45
2020
Q3 		$913K Buy
6,168
+1,407
+30% +$203K 0.33% 44
2020
Q2 		$638K Buy
+4,761
New +$625K 0.24% 53

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's FIS Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2024, closing a stake of 325 shares — an estimated $19.5K sold.

Sugarloaf Wealth Management first reported a position in FIS in Q2 2020 and held it in 15 quarters. The position peaked at $1.93M in Q2 2022. 987 funds tracked by Wall St. Rank hold FIS as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 325 Fidelity National Information Services shares in Q1 2024, an estimated $19.5K.
  • Sugarloaf Wealth Management first reported a position in Fidelity National Information Services in Q2 2020 and held it in 15 quarters.
  • Sugarloaf Wealth Management's Fidelity National Information Services position peaked at $1.93M in Q2 2022.
  • 987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.