Synergy Asset Management’s Fidelity National Information Services FIS Stock Holding History

Synergy Asset 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
2023 Q2	–	Sell	-47,673	Closed	-$2.59M	–	102
2023 Q1	$2.59M	Buy	47,673 +6,580	+16%	+$428K	0.62%	49
2022 Q4	$2.79M	Buy	+41,093	New	+$2.92M	0.71%	43

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Synergy Asset Management's FIS Position: Q2 2023 in Review

Synergy Asset Management sold out of Fidelity National Information Services (FIS) in Q2 2023, closing a stake of 47,673 shares — an estimated $2.59M sold.

Synergy Asset Management first reported a position in FIS in Q4 2022 and held it in 2 quarters. The position peaked at $2.79M in Q4 2022. 947 funds tracked by Wall St. Rank hold FIS as of Q2 2023.

Synergy Asset Management reported no remaining Fidelity National Information Services position as of Q2 2023 after selling out during the quarter.
Synergy Asset Management sold 47,673 Fidelity National Information Services shares in Q2 2023, an estimated $2.59M.
Synergy Asset Management first reported a position in Fidelity National Information Services in Q4 2022 and held it in 2 quarters.
Synergy Asset Management's Fidelity National Information Services position peaked at $2.79M in Q4 2022.
947 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2023.

Based on Synergy Asset Management's 13F filing for Q2 2023, filed 2 Aug 2023.