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

WealthSource 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
2022
Q3 		– Sell
-2,322
Closed -$213K – 510
2022
Q2 		$213K Sell
2,322
-226
-9% -$22.4K 0.02% 475
2022
Q1 		$256K Buy
2,548
+209
+9% +$21.9K 0.02% 493
2021
Q4 		$255K Sell
2,339
-520
-18% -$58.8K 0.02% 473
2021
Q3 		$348K Sell
2,859
-355
-11% -$47.6K 0.03% 358
2021
Q2 		$455K Buy
3,214
+365
+13% +$54.2K 0.04% 286
2021
Q1 		$401K Buy
2,849
+389
+16% +$53.1K 0.04% 282
2020
Q4 		$348K Buy
2,460
+244
+11% +$34.8K 0.04% 264
2020
Q3 		$326K Buy
2,216
+297
+15% +$42.9K 0.04% 247
2020
Q2 		$257K Buy
+1,919
New +$252K 0.04% 271

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthSource Partners's FIS Position: Q3 2022 in Review

WealthSource Partners sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 2,322 shares — an estimated $213K sold.

WealthSource Partners first reported a position in FIS in Q2 2020 and held it in 9 quarters. The position peaked at $455K in Q2 2021. 1,026 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

  • WealthSource Partners reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 2,322 Fidelity National Information Services shares in Q3 2022, an estimated $213K.
  • WealthSource Partners first reported a position in Fidelity National Information Services in Q2 2020 and held it in 9 quarters.
  • WealthSource Partners's Fidelity National Information Services position peaked at $455K in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.