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

Tolleson 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
Q3 		– Sell
-2,439
Closed -$327K – 66
2020
Q2 		$327K Hold
2,439
– – 0.14% 47
2020
Q1 		$297K Hold
2,439
– – 0.13% 46
2019
Q4 		$339K Sell
2,439
-4,484
-65% -$601K 0.16% 47
2019
Q3 		$919K Buy
+6,923
New +$919K 0.5% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tolleson Wealth Management's FIS Position: Q3 2020 in Review

Tolleson Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2020, closing a stake of 2,439 shares — an estimated $327K sold.

Tolleson Wealth Management first reported a position in FIS in Q3 2019 and held it in 4 quarters. The position peaked at $919K in Q3 2019. 1,106 funds tracked by Wall St. Rank hold FIS as of Q3 2020.

  • Tolleson Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2020 after selling out during the quarter.
  • Tolleson Wealth Management sold 2,439 Fidelity National Information Services shares in Q3 2020, an estimated $327K.
  • Tolleson Wealth Management first reported a position in Fidelity National Information Services in Q3 2019 and held it in 4 quarters.
  • Tolleson Wealth Management's Fidelity National Information Services position peaked at $919K in Q3 2019.
  • 1,106 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2020.

Based on Tolleson Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.