Western Pacific Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Western Pacific Wealth Management’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	-25	Closed	-$1.38K	–	259
2023 Q3	$1.38K	Hold	25	–	–	﹤0.01%	254
2023 Q2	$1.37K	Hold	25	–	–	﹤0.01%	264
2023 Q1	$1.36K	Hold	25	–	–	﹤0.01%	273
2022 Q4	$1.7K	Buy	+25	New	+$1.78K	﹤0.01%	264

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

Western Pacific Wealth Management's FIS Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2023, closing a stake of 25 shares — an estimated $1.38K sold.

Western Pacific Wealth Management first reported a position in FIS in Q4 2022 and held it in 4 quarters. The position peaked at $1.7K in Q4 2022. 970 funds tracked by Wall St. Rank hold FIS as of Q4 2023.

Western Pacific Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 25 Fidelity National Information Services shares in Q4 2023, an estimated $1.38K.
Western Pacific Wealth Management first reported a position in Fidelity National Information Services in Q4 2022 and held it in 4 quarters.
Western Pacific Wealth Management's Fidelity National Information Services position peaked at $1.7K in Q4 2022.
970 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.