Walled Lake Planning & Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Walled Lake Planning & 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
2020 Q4	–	Sell	-24	Closed	-$4K	–	330
2020 Q3	$4K	Hold	24	–	–	﹤0.01%	263
2020 Q2	$3K	Buy	+24	New	+$3.15K	﹤0.01%	263
2020 Q1	–	Sell	-28	Closed	-$4K	–	335
2019 Q4	$4K	Buy	+28	New	+$3.75K	﹤0.01%	241

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Walled Lake Planning & Wealth Management's FIS Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2020, closing a stake of 24 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in FIS in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2020. 1,171 funds tracked by Wall St. Rank hold FIS as of Q4 2020.

Walled Lake Planning & Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2020 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 24 Fidelity National Information Services shares in Q4 2020, an estimated $4K.
Walled Lake Planning & Wealth Management first reported a position in Fidelity National Information Services in Q4 2019 and held it in 3 quarters.
Walled Lake Planning & Wealth Management's Fidelity National Information Services position peaked at $4K in Q3 2020.
1,171 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.