TWM
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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

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