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

Triangle Securities 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
2023 Q1	–	Sell	-6,490	Closed	-$440K	–	184
2022 Q4	$440K	Sell	6,490 -1,914	-23%	-$136K	0.16%	145
2022 Q3	$635K	Sell	8,404 -1,110	-12%	-$103K	0.26%	110
2022 Q2	$872K	Sell	9,514 -246	-3%	-$24.4K	0.34%	87
2022 Q1	$980K	Sell	9,760 -2,260	-19%	-$236K	0.33%	89
2021 Q4	$1.31M	Buy	12,020 +4,585	+62%	+$518K	0.41%	78
2021 Q3	$905K	Buy	+7,435	New	+$997K	0.31%	98
2016 Q1	–	Sell	-12,772	Closed	-$774K	–	139
2015 Q4	$774K	Buy	12,772 +21	+0.2%	+$1.39K	0.52%	63
2015 Q3	$855K	Sell	12,751 -535	-4%	-$35.6K	0.65%	49
2015 Q2	$821K	Sell	13,286 -250	-2%	-$16K	0.58%	62
2015 Q1	$921K	Sell	13,536 -1,603	-11%	-$105K	0.64%	52
2014 Q4	$942K	Sell	15,139 -500	-3%	-$29.4K	0.67%	48
2014 Q3	$880K	Sell	15,639 -177	-1%	-$10K	0.68%	56
2014 Q2	$866K	Sell	15,816 -4,065	-20%	-$218K	0.66%	56
2014 Q1	$788K	Buy	19,881 +3,305	+20%	+$176K	0.71%	50
2013 Q4	$890K	Sell	16,576 -620	-4%	-$30.6K	0.72%	50
2013 Q3	$799K	Sell	17,196 -355	-2%	-$16.1K	0.7%	48
2013 Q2	$752K	Buy	+17,551	New	+$750K	0.56%	54

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Triangle Securities Wealth Management's FIS Position: Q1 2023 in Review

Triangle Securities Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 6,490 shares — an estimated $440K sold.

Triangle Securities Wealth Management first reported a position in FIS in Q2 2013 and held it in 17 quarters. The position peaked at $1.31M in Q4 2021. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

Triangle Securities Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
Triangle Securities Wealth Management sold 6,490 Fidelity National Information Services shares in Q1 2023, an estimated $440K.
Triangle Securities Wealth Management first reported a position in Fidelity National Information Services in Q2 2013 and held it in 17 quarters.
Triangle Securities Wealth Management's Fidelity National Information Services position peaked at $1.31M in Q4 2021.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.