WR Wealth Planners’s Fidelity National Information Services FIS Stock Holding History

WR Wealth Planners’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	$8.24K	Buy	102 +20	+24%	+$1.72K	﹤0.01%	621
2024 Q3	$6.87K	Hold	82	–	–	﹤0.01%	687
2024 Q2	$6.18K	Buy	82 +13	+19%	+$962	﹤0.01%	680
2024 Q1	$5.12K	Buy	+69	New	+$4.49K	﹤0.01%	712
2023 Q4	–	Sell	-278	Closed	-$15.4K	–	420
2023 Q3	$15.4K	Hold	278	–	–	0.01%	468
2023 Q2	$15.2K	Buy	278 +239	+613%	+$13.2K	0.01%	476
2023 Q1	$2.12K	Buy	+39	New	+$2.54K	﹤0.01%	767

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's FIS Position: Q4 2024 in Review

WR Wealth Planners increased its Fidelity National Information Services (FIS) stake by 24% in Q4 2024, buying an estimated $1.72K and bringing the position to 102 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

WR Wealth Planners first reported a position in FIS in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.4K in Q3 2023. 1,075 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

WR Wealth Planners held 102 shares of Fidelity National Information Services worth $8.24K as of Q4 2024.
WR Wealth Planners bought 20 Fidelity National Information Services shares in Q4 2024, an estimated $1.72K.
Fidelity National Information Services made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #621 holding.
WR Wealth Planners first reported a position in Fidelity National Information Services in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Fidelity National Information Services position peaked at $15.4K in Q3 2023.
1,075 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.