TRUE Private Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-193	Closed	-$27K	–	405
2020 Q4	$27K	Buy	193 +1	+0.5%	+$143	﹤0.01%	415
2020 Q3	$28K	Hold	192	–	–	﹤0.01%	392
2020 Q2	$25K	Buy	192 +1	+0.5%	+$131	﹤0.01%	394
2020 Q1	$23K	Sell	191 -875	-82%	-$122K	﹤0.01%	365
2019 Q4	$148K	Buy	+1,066	New	+$143K	0.02%	252
2019 Q3	–	Sell	-25	Closed	-$3K	–	403
2019 Q2	$3K	Buy	+25	New	+$2.94K	﹤0.01%	684
2018 Q4	–	Sell	-317	Closed	-$34.6K	–	487
2018 Q3	$34.6K	Buy	+317	New	+$34.2K	﹤0.01%	522

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

TRUE Private Wealth Advisors's FIS Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q1 2021, closing a stake of 193 shares — an estimated $27K sold.

TRUE Private Wealth Advisors first reported a position in FIS in Q3 2018 and held it in 7 quarters. The position peaked at $148K in Q4 2019. 1,109 funds tracked by Wall St. Rank hold FIS as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Fidelity National Information Services position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 193 Fidelity National Information Services shares in Q1 2021, an estimated $27K.
TRUE Private Wealth Advisors first reported a position in Fidelity National Information Services in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Fidelity National Information Services position peaked at $148K in Q4 2019.
1,109 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.