Valley Wealth Managers’s Fidelity National Information Services FIS Stock Holding History

Valley Wealth Managers’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 Q1	–	Sell	-98	Closed	-$5.89K	–	336
2023 Q4	$5.89K	Hold	98	–	–	﹤0.01%	282
2023 Q3	$5.42K	Hold	98	–	–	﹤0.01%	309
2023 Q2	$5.36K	Hold	98	–	–	﹤0.01%	286
2023 Q1	$5.32K	Hold	98	–	–	﹤0.01%	302
2022 Q4	$6.65K	Hold	98	–	–	﹤0.01%	314
2022 Q3	$7K	Hold	98	–	–	﹤0.01%	335
2022 Q2	$9K	Buy	+98	New	+$9.73K	﹤0.01%	333

Other funds holding FIS

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valley Wealth Managers's FIS Position: Q1 2024 in Review

Valley Wealth Managers sold out of Fidelity National Information Services (FIS) in Q1 2024, closing a stake of 98 shares — an estimated $5.89K sold.

Valley Wealth Managers first reported a position in FIS in Q2 2022 and held it in 7 quarters. The position peaked at $9K in Q2 2022. 989 funds tracked by Wall St. Rank hold FIS as of Q1 2024.

Valley Wealth Managers reported no remaining Fidelity National Information Services position as of Q1 2024 after selling out during the quarter.
Valley Wealth Managers sold 98 Fidelity National Information Services shares in Q1 2024, an estimated $5.89K.
Valley Wealth Managers first reported a position in Fidelity National Information Services in Q2 2022 and held it in 7 quarters.
Valley Wealth Managers's Fidelity National Information Services position peaked at $9K in Q2 2022.
989 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2024.

Based on Valley Wealth Managers's 13F filing for Q1 2024, filed 3 May 2024.