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WealthPLAN Partners’s Fidelity National Information Services FIS Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-10
Closed -$547 – 576
2023
Q2 		$547 Hold
10
– – ﹤0.01% 1175
2023
Q1 		$543 Buy
+10
New +$651 ﹤0.01% 1245

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

WealthPLAN Partners's FIS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fidelity National Information Services (FIS) in Q3 2023, closing a stake of 10 shares — an estimated $547 sold.

WealthPLAN Partners first reported a position in FIS in Q1 2023 and held it in 2 quarters. The position peaked at $547 in Q2 2023. 924 funds tracked by Wall St. Rank hold FIS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Fidelity National Information Services position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 10 Fidelity National Information Services shares in Q3 2023, an estimated $547.
  • WealthPLAN Partners first reported a position in Fidelity National Information Services in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Fidelity National Information Services position peaked at $547 in Q2 2023.
  • 924 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.