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Triad Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-13
Closed -$980 – 340
2024
Q2 		$980 Buy
+13
New +$962 ﹤0.01% 877

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Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Triad Wealth Partners's FIS Position: Q3 2024 in Review

Triad Wealth Partners sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 13 shares — an estimated $980 sold.

Triad Wealth Partners first reported a position in FIS in Q2 2024 and held it in 1 quarter. The position peaked at $980 in Q2 2024. 1,052 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

  • Triad Wealth Partners reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 13 Fidelity National Information Services shares in Q3 2024, an estimated $980.
  • Triad Wealth Partners first reported a position in Fidelity National Information Services in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Fidelity National Information Services position peaked at $980 in Q2 2024.
  • 1,052 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.