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Wetzel Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-88
Closed -$6.53K – 390
2024
Q2 		$6.53K Hold
88
– – ﹤0.01% 535
2024
Q1 		$6.16K Hold
88
– – ﹤0.01% 637
2023
Q4 		$5K Buy
+88
New +$4.83K ﹤0.01% 679

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wetzel Investment Advisors's FIS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 88 shares — an estimated $6.53K sold.

Wetzel Investment Advisors first reported a position in FIS in Q4 2023 and held it in 3 quarters. The position peaked at $6.53K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 88 Fidelity National Information Services shares in Q3 2024, an estimated $6.53K.
  • Wetzel Investment Advisors first reported a position in Fidelity National Information Services in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Fidelity National Information Services position peaked at $6.53K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.