Toth Financial Advisory’s Fidelity National Information Services FIS Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-40	Closed	-$2.21K	–	751
2023 Q3	$2.21K	Buy	+40	New	+$2.3K	﹤0.01%	619
2022 Q3	–	Sell	-20	Closed	-$2K	–	760
2022 Q2	$2K	Buy	+20	New	+$1.99K	﹤0.01%	588
2019 Q4	–	Sell	-488	Closed	-$65K	–	494
2019 Q3	$65K	Sell	488 -2,300	-82%	-$305K	0.01%	213
2019 Q2	$342K	Hold	2,788	–	–	0.08%	128
2019 Q1	$315K	Buy	+2,788	New	+$297K	0.07%	135

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Toth Financial Advisory's FIS Position: Q4 2023 in Review

Toth Financial Advisory sold out of Fidelity National Information Services (FIS) in Q4 2023, closing a stake of 40 shares — an estimated $2.21K sold.

Toth Financial Advisory first reported a position in FIS in Q1 2019 and held it in 5 quarters. The position peaked at $342K in Q2 2019. 970 funds tracked by Wall St. Rank hold FIS as of Q4 2023.

Toth Financial Advisory reported no remaining Fidelity National Information Services position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 40 Fidelity National Information Services shares in Q4 2023, an estimated $2.21K.
Toth Financial Advisory first reported a position in Fidelity National Information Services in Q1 2019 and held it in 5 quarters.
Toth Financial Advisory's Fidelity National Information Services position peaked at $342K in Q2 2019.
970 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.