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Wintrust Investments’s Fidelity National Information Services FIS Stock Holding History

Wintrust 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
2024
Q4 		– Sell
-335
Closed -$28K – 456
2024
Q3 		$28K Sell
335
-3,948
-92% -$312K 0.02% 417
2024
Q2 		$323K Hold
4,283
– – 0.03% 362
2024
Q1 		$318K Buy
4,283
+357
+9% +$23.2K 0.03% 360
2023
Q4 		$236K Buy
+3,926
New +$215K 0.02% 393
2023
Q2 		– Sell
-4,030
Closed -$219K – 435
2023
Q1 		$219K Hold
4,030
– – 0.03% 312
2022
Q4 		$273K Sell
4,030
-632
-14% -$44.9K 0.04% 303
2022
Q3 		$352K Sell
4,662
-550
-11% -$51.2K 0.04% 277
2022
Q2 		$478K Sell
5,212
-1,050
-17% -$104K 0.06% 234
2022
Q1 		$629K Sell
6,262
-250
-4% -$26.1K 0.06% 221
2021
Q4 		$711K Sell
6,512
-1,142
-15% -$129K 0.07% 211
2021
Q3 		$931K Buy
7,654
+1,200
+19% +$161K 0.13% 126
2021
Q2 		$914K Sell
6,454
-750
-10% -$111K 0.09% 172
2021
Q1 		$1.01M Buy
7,204
+400
+6% +$54.6K 0.1% 169
2020
Q4 		$962K Sell
6,804
-314
-4% -$44.8K 0.27% 71
2020
Q3 		$1.05M Sell
7,118
-458
-6% -$66.2K 0.14% 126
2020
Q2 		$1.02M Sell
7,576
-1,488
-16% -$195K 0.14% 119
2020
Q1 		$1.1M Buy
9,064
+203
+2% +$28.2K 0.18% 102
2019
Q4 		$1.09M Buy
8,861
+4,900
+124% +$657K 0.15% 115
2019
Q3 		$526K Buy
3,961
+2,059
+108% +$273K 0.08% 194
2019
Q2 		$233K Hold
1,902
– – 0.04% 328
2019
Q1 		$215K Buy
+1,902
New +$203K 0.03% 326
2018
Q4 		– Sell
-1,902
Closed -$207K – 342
2018
Q3 		$207K Hold
1,902
– – 0.03% 345
2018
Q2 		$202K Buy
+1,902
New +$194K 0.04% 339

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wintrust Investments's FIS Position: Q4 2024 in Review

Wintrust Investments sold out of Fidelity National Information Services (FIS) in Q4 2024, closing a stake of 335 shares — an estimated $28K sold.

Wintrust Investments first reported a position in FIS in Q2 2018 and held it in 23 quarters. The position peaked at $1.1M in Q1 2020. 1,076 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

  • Wintrust Investments reported no remaining Fidelity National Information Services position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 335 Fidelity National Information Services shares in Q4 2024, an estimated $28K.
  • Wintrust Investments first reported a position in Fidelity National Information Services in Q2 2018 and held it in 23 quarters.
  • Wintrust Investments's Fidelity National Information Services position peaked at $1.1M in Q1 2020.
  • 1,076 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.