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

SVA 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
2020
Q4 		$2.55M Sell
18,046
-262
-1% -$37.4K 0.22% 82
2020
Q3 		$2.69M Sell
18,308
-78
-0.4% -$11.3K 0.27% 72
2020
Q2 		$2.46M Buy
18,386
+1,156
+7% +$152K 0.26% 74
2020
Q1 		$2.1M Sell
17,230
-3,777
-18% -$524K 0.24% 75
2019
Q4 		$2.92M Hold
21,007
– – 0.27% 75
2019
Q3 		$2.79M Hold
21,007
– – 0.27% 75
2019
Q2 		$2.58M Sell
21,007
-130
-0.6% -$15.3K 0.25% 79
2019
Q1 		$2.39M Sell
21,137
-975
-4% -$104K 0.23% 88
2018
Q4 		$2.27M Sell
22,112
-200
-0.9% -$20.8K 0.26% 86
2018
Q3 		$2.43M Buy
22,312
+189
+0.9% +$20.4K 0.25% 83
2018
Q2 		$2.35M Sell
22,123
-1,587
-7% -$162K 0.25% 84
2018
Q1 		$2.21M Buy
23,710
+853
+4% +$83.7K 0.27% 86
2017
Q4 		$2.15M Sell
22,857
-853
-4% -$80.2K 0.25% 90
2017
Q3 		$2.21M Sell
23,710
-59
-0.2% -$5.36K 0.27% 86
2017
Q2 		$2.03M Sell
23,769
-100
-0.4% -$8.36K 0.26% 88
2017
Q1 		$1.9M Buy
23,869
+6,462
+37% +$520K 0.26% 85
2016
Q4 		$1.32M Sell
17,407
-667
-4% -$50.9K 0.2% 99
2016
Q3 		$1.39M Sell
18,074
-132
-0.7% -$10.3K 0.22% 92
2016
Q2 		$1.34M Buy
18,206
+3,069
+20% +$216K 0.22% 96
2016
Q1 		$958K Buy
15,137
+806
+6% +$48.4K 0.16% 108
2015
Q4 		$868K Hold
14,331
– – 0.15% 123
2015
Q3 		$961K Sell
14,331
-200
-1% -$13.3K 0.18% 115
2015
Q2 		$898K Sell
14,531
-778
-5% -$49.8K 0.17% 121
2015
Q1 		$1.04M Buy
15,309
+1,843
+14% +$120K 0.19% 114
2014
Q4 		$838K Buy
+13,466
New +$791K 0.3% 78

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SVA Wealth Management's FIS Position: Q4 2020 in Review

SVA Wealth Management reduced its Fidelity National Information Services (FIS) stake by 1.4% in Q4 2020, selling an estimated $37.4K and leaving 18,046 shares worth $2.55M. The position accounts for 0.22% of the portfolio, ranked #82.

SVA Wealth Management first reported a position in FIS in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.92M in Q4 2019. 1,172 funds tracked by Wall St. Rank hold FIS as of Q4 2020.

  • SVA Wealth Management held 18,046 shares of Fidelity National Information Services worth $2.55M as of Q4 2020.
  • SVA Wealth Management sold 262 Fidelity National Information Services shares in Q4 2020, an estimated $37.4K.
  • Fidelity National Information Services made up 0.22% of SVA Wealth Management's portfolio in Q4 2020, its #82 holding.
  • SVA Wealth Management first reported a position in Fidelity National Information Services in Q4 2014 and has held it in 25 quarters since.
  • SVA Wealth Management's Fidelity National Information Services position peaked at $2.92M in Q4 2019.
  • 1,172 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.