SWS Partners’s Fidelity National Information Services FIS Stock Holding History

SWS Partners’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	-1,273	Closed	-$96K	–	174
2024 Q2	$96K	Buy	+1,273	New	+$94.2K	0.03%	131
2022 Q2	–	Sell	-1,206	Closed	-$121K	–	91
2022 Q1	$121K	Buy	+1,206	New	+$126K	0.08%	74

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SWS Partners's FIS Position: Q3 2024 in Review

SWS Partners sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 1,273 shares — an estimated $96K sold.

SWS Partners first reported a position in FIS in Q1 2022 and held it in 2 quarters. The position peaked at $121K in Q1 2022. 1,050 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

SWS Partners reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 1,273 Fidelity National Information Services shares in Q3 2024, an estimated $96K.
SWS Partners first reported a position in Fidelity National Information Services in Q1 2022 and held it in 2 quarters.
SWS Partners's Fidelity National Information Services position peaked at $121K in Q1 2022.
1,050 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.