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Summit Wealth Group’s Fidelity National Information Services FIS Stock Holding History

Summit Wealth 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
-6
Closed -$1K – 112
2021
Q2 		$1K Hold
6
– – ﹤0.01% 187
2021
Q1 		$1K Buy
+6
New +$819 ﹤0.01% 167

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Group's FIS Position: Q3 2021 in Review

Summit Wealth Group sold out of Fidelity National Information Services (FIS) in Q3 2021, closing a stake of 6 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in FIS in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 1,084 funds tracked by Wall St. Rank hold FIS as of Q3 2021.

  • Summit Wealth Group reported no remaining Fidelity National Information Services position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 6 Fidelity National Information Services shares in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in Fidelity National Information Services in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Fidelity National Information Services position peaked at $1K in Q2 2021.
  • 1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.