True Link Financial Advisors’s Fidelity National Information Services FIS Stock Holding History

True Link Financial Advisors’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
2025 Q1	–	Sell	-4,511	Closed	-$364K	–	101
2024 Q4	$364K	Buy	4,511 +2	+0%	+$172	0.03%	47
2024 Q3	$378K	Hold	4,509	–	–	0.03%	47
2024 Q2	$340K	Hold	4,509	–	–	0.03%	48
2024 Q1	$334K	Buy	+4,509	New	+$294K	0.03%	53
2021 Q2	–	Sell	-5,567	Closed	-$783K	–	723
2021 Q1	$783K	Hold	5,567	–	–	0.11%	81
2020 Q4	$788K	Buy	+5,567	New	+$794K	0.12%	73

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

True Link Financial Advisors's FIS Position: Q1 2025 in Review

True Link Financial Advisors sold out of Fidelity National Information Services (FIS) in Q1 2025, closing a stake of 4,511 shares — an estimated $364K sold.

True Link Financial Advisors first reported a position in FIS in Q4 2020 and held it in 6 quarters. The position peaked at $788K in Q4 2020. 1,025 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

True Link Financial Advisors reported no remaining Fidelity National Information Services position as of Q1 2025 after selling out during the quarter.
True Link Financial Advisors sold 4,511 Fidelity National Information Services shares in Q1 2025, an estimated $364K.
True Link Financial Advisors first reported a position in Fidelity National Information Services in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's Fidelity National Information Services position peaked at $788K in Q4 2020.
1,025 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on True Link Financial Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.