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Wambolt & Associates’s Fidelity National Information Services FIS Stock Holding History

Wambolt & Associates’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
Q4 		– Sell
-1,873
Closed -$231K – 244
2021
Q3 		$231K Buy
1,873
+97
+5% +$13K 0.09% 219
2021
Q2 		$255K Buy
1,776
+105
+6% +$15.6K 0.11% 211
2021
Q1 		$241K Sell
1,671
-29
-2% -$3.96K 0.13% 195
2020
Q4 		$240K Buy
+1,700
New +$243K 0.14% 182

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wambolt & Associates's FIS Position: Q4 2021 in Review

Wambolt & Associates sold out of Fidelity National Information Services (FIS) in Q4 2021, closing a stake of 1,873 shares — an estimated $231K sold.

Wambolt & Associates first reported a position in FIS in Q4 2020 and held it in 4 quarters. The position peaked at $255K in Q2 2021. 1,143 funds tracked by Wall St. Rank hold FIS as of Q4 2021.

  • Wambolt & Associates reported no remaining Fidelity National Information Services position as of Q4 2021 after selling out during the quarter.
  • Wambolt & Associates sold 1,873 Fidelity National Information Services shares in Q4 2021, an estimated $231K.
  • Wambolt & Associates first reported a position in Fidelity National Information Services in Q4 2020 and held it in 4 quarters.
  • Wambolt & Associates's Fidelity National Information Services position peaked at $255K in Q2 2021.
  • 1,143 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2021.

Based on Wambolt & Associates's 13F filing for Q4 2021, filed 8 Feb 2022.