SYSTM Wealth Solutions’s Fidelity National Information Services FIS Stock Holding History

SYSTM Wealth Solutions’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	-184	Closed	-$13.9K	–	288
2024 Q2	$13.9K	Sell	184 -20,013	-99%	-$1.48M	﹤0.01%	425
2024 Q1	$1.5M	Buy	20,197 +297	+1%	+$19.3K	0.19%	153
2023 Q4	$1.2M	Buy	19,900 +7,059	+55%	+$387K	0.17%	169
2023 Q3	$710K	Sell	12,841 -8,251	-39%	-$475K	0.11%	230
2023 Q2	$1.15M	Sell	21,092 -4,377	-17%	-$241K	0.16%	179
2023 Q1	$1.38M	Sell	25,469 -51,015	-67%	-$3.32M	0.21%	127
2022 Q4	$5.19M	Buy	+76,484	New	+$5.43M	0.65%	31

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

SYSTM Wealth Solutions's FIS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 184 shares — an estimated $13.9K sold.

SYSTM Wealth Solutions first reported a position in FIS in Q4 2022 and held it in 7 quarters. The position peaked at $5.19M in Q4 2022. 1,050 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 184 Fidelity National Information Services shares in Q3 2024, an estimated $13.9K.
SYSTM Wealth Solutions first reported a position in Fidelity National Information Services in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Fidelity National Information Services position peaked at $5.19M in Q4 2022.
1,050 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.