Transform Wealth’s Fidelity National Information Services FIS Stock Holding History

Transform Wealth’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 Q3	–	Sell	-6,343	Closed	-$347K	–	248
2023 Q2	$347K	Buy	6,343 +59	+0.9%	+$3.25K	0.03%	203
2023 Q1	$341K	Buy	6,284 +229	+4%	+$14.9K	0.03%	201
2022 Q4	$411K	Buy	6,055 +1,452	+32%	+$103K	0.05%	157
2022 Q3	$348K	Sell	4,603 -125	-3%	-$11.6K	0.05%	144
2022 Q2	$433K	Sell	4,728 -614	-11%	-$61K	0.06%	139
2022 Q1	$536K	Buy	+5,342	New	+$559K	0.06%	149
2021 Q3	–	Sell	-1,900	Closed	-$269K	–	227
2021 Q2	$269K	Buy	+1,900	New	+$282K	0.03%	205
2020 Q4	–	Sell	-1,900	Closed	-$280K	–	209
2020 Q3	$280K	Buy	+1,900	New	+$275K	0.05%	185

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Transform Wealth's FIS Position: Q3 2023 in Review

Transform Wealth sold out of Fidelity National Information Services (FIS) in Q3 2023, closing a stake of 6,343 shares — an estimated $347K sold.

Transform Wealth first reported a position in FIS in Q3 2020 and held it in 8 quarters. The position peaked at $536K in Q1 2022. 924 funds tracked by Wall St. Rank hold FIS as of Q3 2023.

Transform Wealth reported no remaining Fidelity National Information Services position as of Q3 2023 after selling out during the quarter.
Transform Wealth sold 6,343 Fidelity National Information Services shares in Q3 2023, an estimated $347K.
Transform Wealth first reported a position in Fidelity National Information Services in Q3 2020 and held it in 8 quarters.
Transform Wealth's Fidelity National Information Services position peaked at $536K in Q1 2022.
924 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.