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Sutton Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$14K Buy
253
+55
+28% +$3.17K 0.01% 415
2023
Q2 		$10.8K Buy
198
+42
+27% +$2.31K 0.01% 445
2023
Q1 		$8.47K Sell
156
-2,940
-95% -$191K ﹤0.01% 453
2022
Q4 		$210K Buy
3,096
+221
+8% +$15.7K 0.08% 167
2022
Q3 		$217K Sell
2,875
-120
-4% -$11.2K 0.09% 164
2022
Q2 		$275K Buy
2,995
+90
+3% +$8.94K 0.11% 131
2022
Q1 		$292K Buy
2,905
+44
+2% +$4.6K 0.1% 142
2021
Q4 		$312K Sell
2,861
-24
-0.8% -$2.71K 0.1% 130
2021
Q3 		$351K Sell
2,885
-19
-0.7% -$2.55K 0.13% 118
2021
Q2 		$411K Sell
2,904
-5
-0.2% -$743 0.15% 106
2021
Q1 		$409K Sell
2,909
-21
-0.7% -$2.87K 0.16% 100
2020
Q4 		$414K Buy
2,930
+15
+0.5% +$2.14K 0.18% 95
2020
Q3 		$429K Hold
2,915
– – 0.21% 83
2020
Q2 		$391K Buy
2,915
+21
+0.7% +$2.76K 0.2% 83
2020
Q1 		$352K Buy
2,894
+40
+1% +$5.55K 0.22% 76
2019
Q4 		$397K Hold
2,854
– – 0.2% 86
2019
Q3 		$379K Buy
2,854
+4
+0.1% +$531 0.21% 85
2019
Q2 		$350K Hold
2,850
– – 0.2% 91
2019
Q1 		$322K Buy
2,850
+13
+0.5% +$1.39K 0.19% 97
2018
Q4 		$291K Hold
2,837
– – 0.19% 94
2018
Q3 		$309K Hold
2,837
– – 0.2% 89
2018
Q2 		$301K Hold
2,837
– – 0.21% 83
2018
Q1 		$273K Hold
2,837
– – 0.2% 86
2017
Q4 		$267K Sell
2,837
-12
-0.4% -$1.13K 0.2% 90
2017
Q3 		$266K Hold
2,849
– – 0.2% 86
2017
Q2 		$243K Buy
2,849
+13
+0.5% +$1.09K 0.19% 85
2017
Q1 		$226K Hold
2,836
– – 0.19% 90
2016
Q4 		$215K Hold
2,836
– – 0.19% 91
2016
Q3 		$218K Hold
2,836
– – 0.2% 83
2016
Q2 		$209K Hold
2,836
– – 0.2% 88
2016
Q1 		$180K Buy
+2,836
New +$170K 0.17% 99

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Sutton Wealth Advisors's FIS Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Fidelity National Information Services (FIS) stake by 28% in Q3 2023, buying an estimated $3.17K and bringing the position to 253 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #415.

Sutton Wealth Advisors first reported a position in FIS in Q1 2016 and has held it in 31 quarters since. The position peaked at $429K in Q3 2020. 925 funds tracked by Wall St. Rank hold FIS as of Q3 2023.

  • Sutton Wealth Advisors held 253 shares of Fidelity National Information Services worth $14K as of Q3 2023.
  • Sutton Wealth Advisors bought 55 Fidelity National Information Services shares in Q3 2023, an estimated $3.17K.
  • Fidelity National Information Services made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #415 holding.
  • Sutton Wealth Advisors first reported a position in Fidelity National Information Services in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Fidelity National Information Services position peaked at $429K in Q3 2020.
  • 925 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.