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Wealthspire Advisors (Maryland)’s Fidelity National Information Services FIS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.21M Sell
8,243
-446
-5% -$64.5K 0.04% 172
2020
Q2 		$1.17M Buy
8,689
+202
+2% +$26.5K 0.08% 142
2020
Q1 		$1.03M Sell
8,487
-10,958
-56% -$1.52M 0.09% 128
2019
Q4 		$2.71M Buy
19,445
+11,900
+158% +$1.6M 0.18% 81
2019
Q3 		$1M Buy
7,545
+1,590
+27% +$211K 0.07% 143
2019
Q2 		$731K Sell
5,955
-606
-9% -$71.2K 0.05% 185
2019
Q1 		$742K Sell
6,561
-325
-5% -$34.6K 0.06% 181
2018
Q4 		$706K Buy
6,886
+642
+10% +$66.9K 0.06% 163
2018
Q3 		$681K Sell
6,244
-161
-3% -$17.4K 0.06% 192
2018
Q2 		$679K Sell
6,405
-363
-5% -$36.9K 0.06% 183
2018
Q1 		$652K Sell
6,768
-550
-8% -$53.9K 0.06% 199
2017
Q4 		$689K Buy
7,318
+509
+7% +$47.8K 0.07% 197
2017
Q3 		$636K Buy
6,809
+160
+2% +$14.5K 0.07% 200
2017
Q2 		$568K Sell
6,649
-552
-8% -$46.2K 0.07% 200
2017
Q1 		$573K Buy
7,201
+464
+7% +$37.3K 0.08% 160
2016
Q4 		$510K Buy
6,737
+1,022
+18% +$77.9K 0.08% 174
2016
Q3 		$440K Buy
5,715
+90
+2% +$7.03K 0.07% 192
2016
Q2 		$414K Sell
5,625
-337
-6% -$23.7K 0.07% 197
2016
Q1 		$377K Buy
5,962
+259
+5% +$15.5K 0.07% 202
2015
Q4 		$346K Buy
+5,703
New +$377K 0.06% 226

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Wealthspire Advisors (Maryland)'s FIS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Fidelity National Information Services (FIS) stake by 5.1% in Q3 2020, selling an estimated $64.5K and leaving 8,243 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #172.

Wealthspire Advisors (Maryland) first reported a position in FIS in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.71M in Q4 2019. 1,105 funds tracked by Wall St. Rank hold FIS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,243 shares of Fidelity National Information Services worth $1.21M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 446 Fidelity National Information Services shares in Q3 2020, an estimated $64.5K.
  • Fidelity National Information Services made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #172 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Fidelity National Information Services in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Fidelity National Information Services position peaked at $2.71M in Q4 2019.
  • 1,105 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.