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Wealthfront’s Fidelity National Information Services FIS Stock Holding History

Wealthfront’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
2018
Q3 		$1.23M Sell
11,267
-228
-2% -$24.6K 0.01% 213
2018
Q2 		$1.22M Buy
11,495
+236
+2% +$24K 0.01% 211
2018
Q1 		$1.08M Buy
11,259
+2,743
+32% +$269K 0.01% 239
2017
Q4 		$801K Buy
8,516
+1,363
+19% +$128K 0.01% 264
2017
Q3 		$668K Buy
7,153
+413
+6% +$37.5K 0.01% 274
2017
Q2 		$576K Buy
6,740
+1,141
+20% +$95.4K 0.01% 245
2017
Q1 		$446K Buy
5,599
+354
+7% +$28.5K 0.01% 244
2016
Q4 		$397K Buy
5,245
+219
+4% +$16.7K 0.01% 239
2016
Q3 		$387K Buy
5,026
+477
+10% +$37.3K 0.01% 228
2016
Q2 		$335K Buy
4,549
+345
+8% +$24.3K 0.01% 238
2016
Q1 		$266K Buy
+4,204
New +$252K 0.01% 260
2015
Q4 		– Sell
-5,664
Closed -$380K – 540
2015
Q3 		$380K Buy
5,664
+1,938
+52% +$129K 0.02% 164
2015
Q2 		$230K Sell
3,726
-198
-5% -$12.7K 0.01% 231
2015
Q1 		$267K Buy
3,924
+474
+14% +$31K 0.01% 186
2014
Q4 		$215K Buy
3,450
+541
+19% +$31.8K 0.01% 196
2014
Q3 		$164K Buy
2,909
+856
+42% +$48.4K 0.01% 180
2014
Q2 		$114K Buy
2,053
+488
+31% +$26.2K 0.01% 194
2014
Q1 		$84K Buy
+1,565
New +$83.5K 0.01% 164

Other funds holding FIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's FIS Position: Q3 2018 in Review

Wealthfront reduced its Fidelity National Information Services (FIS) stake by 2% in Q3 2018, selling an estimated $24.6K and leaving 11,267 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #213.

Wealthfront first reported a position in FIS in Q1 2014 and has held it in 18 quarters since. 741 funds tracked by Wall St. Rank hold FIS as of Q3 2018.

  • Wealthfront held 11,267 shares of Fidelity National Information Services worth $1.23M as of Q3 2018.
  • Wealthfront sold 228 Fidelity National Information Services shares in Q3 2018, an estimated $24.6K.
  • Fidelity National Information Services made up 0.01% of Wealthfront's portfolio in Q3 2018, its #213 holding.
  • Wealthfront first reported a position in Fidelity National Information Services in Q1 2014 and has held it in 18 quarters since.
  • 741 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.