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

Tradition 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
2024
Q1 		– Sell
-123
Closed -$7K – 660
2023
Q4 		$7K Sell
123
-23
-16% -$1.26K ﹤0.01% 1063
2023
Q3 		$8K Buy
146
+55
+60% +$3.17K ﹤0.01% 1059
2023
Q2 		$5K Sell
91
-16
-15% -$880 ﹤0.01% 1205
2023
Q1 		$6K Buy
107
+31
+41% +$2.02K ﹤0.01% 1104
2022
Q4 		$5K Sell
76
-976
-93% -$69.3K ﹤0.01% 1040
2022
Q3 		$79K Buy
1,052
+876
+498% +$81.6K 0.01% 404
2022
Q2 		$16K Sell
176
-16
-8% -$1.59K ﹤0.01% 692
2022
Q1 		$19K Hold
192
– – ﹤0.01% 725
2021
Q4 		$21K Hold
192
– – ﹤0.01% 717
2021
Q3 		$23K Sell
192
-1,996
-91% -$268K ﹤0.01% 692
2021
Q2 		$310K Buy
2,188
+1,996
+1,040% +$296K 0.05% 227
2021
Q1 		$27K Sell
192
-179
-48% -$24.4K ﹤0.01% 572
2020
Q4 		$52K Buy
+371
New +$52.9K 0.01% 406

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Wealth Management's FIS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2024, closing a stake of 123 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in FIS in Q4 2020 and held it in 13 quarters. The position peaked at $310K in Q2 2021. 987 funds tracked by Wall St. Rank hold FIS as of Q1 2024.

  • Tradition Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 123 Fidelity National Information Services shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in Fidelity National Information Services in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Fidelity National Information Services position peaked at $310K in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.