WKWM
FIS icon

Walter & Keenan Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Walter & Keenan 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
Q2 		– Sell
-3,093
Closed -$354K – 157
2020
Q1 		$354K Buy
+3,093
New +$430K 0.14% 80

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Walter & Keenan Wealth Management's FIS Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2020, closing a stake of 3,093 shares — an estimated $354K sold.

Walter & Keenan Wealth Management first reported a position in FIS in Q1 2020 and held it in 1 quarter. The position peaked at $354K in Q1 2020. 1,126 funds tracked by Wall St. Rank hold FIS as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 3,093 Fidelity National Information Services shares in Q2 2020, an estimated $354K.
  • Walter & Keenan Wealth Management first reported a position in Fidelity National Information Services in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Fidelity National Information Services position peaked at $354K in Q1 2020.
  • 1,126 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.