West Family Investments’s Fidelity National Information Services FIS Stock Holding History

West Family Investments’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 Q4	–	Sell	-15,311	Closed	-$846K	–	249
2023 Q3	$846K	Hold	15,311	–	–	0.3%	68
2023 Q2	$838K	Buy	15,311 +253	+2%	+$13.9K	0.33%	69
2023 Q1	$818K	Hold	15,058	–	–	0.32%	67
2022 Q4	$1.02M	Sell	15,058 -1,959	-12%	-$139K	0.35%	60
2022 Q3	$1.29M	Sell	17,017 -697	-4%	-$64.9K	0.54%	39
2022 Q2	$1.62M	Buy	17,714 +2,639	+18%	+$262K	0.64%	33
2022 Q1	$1.51M	Sell	15,075 -1,267	-8%	-$133K	0.43%	43
2021 Q4	$1.78M	Buy	16,342 +105	+0.6%	+$11.9K	0.49%	35
2021 Q3	$1.98M	Sell	16,237 -1,830	-10%	-$245K	0.51%	33
2021 Q2	$2.56M	Buy	18,067 +3,189	+21%	+$474K	0.69%	20
2021 Q1	$2.09M	Buy	14,878 +78	+0.5%	+$10.7K	0.76%	48
2020 Q4	$2.02K	Buy	+14,800	New	+$2.11M	0.62%	52

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

West Family Investments's FIS Position: Q4 2023 in Review

West Family Investments sold out of Fidelity National Information Services (FIS) in Q4 2023, closing a stake of 15,311 shares — an estimated $846K sold.

West Family Investments first reported a position in FIS in Q4 2020 and held it in 12 quarters. The position peaked at $2.56M in Q2 2021. 971 funds tracked by Wall St. Rank hold FIS as of Q4 2023.

West Family Investments reported no remaining Fidelity National Information Services position as of Q4 2023 after selling out during the quarter.
West Family Investments sold 15,311 Fidelity National Information Services shares in Q4 2023, an estimated $846K.
West Family Investments first reported a position in Fidelity National Information Services in Q4 2020 and held it in 12 quarters.
West Family Investments's Fidelity National Information Services position peaked at $2.56M in Q2 2021.
971 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2023.

Based on West Family Investments's 13F filing for Q4 2023, filed 6 Feb 2024.