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

YHB 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
2022
Q2 		– Sell
-32,208
Closed -$3.23M – 282
2022
Q1 		$3.23M Sell
32,208
-4,389
-12% -$459K 0.29% 88
2021
Q4 		$4M Buy
36,597
+135
+0.4% +$15.3K 0.32% 81
2021
Q3 		$4.44M Sell
36,462
-37
-0.1% -$4.96K 0.38% 70
2021
Q2 		$5.17M Buy
36,499
+43
+0.1% +$6.39K 0.44% 60
2021
Q1 		$5.56M Buy
36,456
+1,455
+4% +$199K 0.48% 60
2020
Q4 		$4.95M Buy
35,001
+512
+1% +$73.1K 0.47% 62
2020
Q3 		$5.08M Sell
34,489
-5,163
-13% -$746K 0.55% 52
2020
Q2 		$5.32M Buy
39,652
+4,842
+14% +$636K 0.77% 39
2020
Q1 		$4.23M Buy
34,810
+1,389
+4% +$193K 0.73% 44
2019
Q4 		$4.65M Buy
33,421
+545
+2% +$73.1K 0.66% 50
2019
Q3 		$4.37M Buy
32,876
+2,092
+7% +$278K 0.67% 47
2019
Q2 		$3.78M Sell
30,784
-71
-0.2% -$8.34K 0.6% 52
2019
Q1 		$3.49M Buy
30,855
+3,197
+12% +$341K 0.55% 55
2018
Q4 		$2.84M Buy
27,658
+6,648
+32% +$693K 0.51% 56
2018
Q3 		$2.29M Buy
21,010
+465
+2% +$50.1K 0.35% 80
2018
Q2 		$2.18M Sell
20,545
-9,640
-32% -$981K 0.36% 80
2018
Q1 		$2.91M Buy
30,185
+1,219
+4% +$120K 0.49% 68
2017
Q4 		$2.73M Buy
28,966
+2,366
+9% +$222K 0.46% 71
2017
Q3 		$2.48M Buy
26,600
+15,350
+136% +$1.39M 0.44% 71
2017
Q2 		$961K Sell
11,250
-500
-4% -$41.8K 0.16% 108
2017
Q1 		$989K Buy
11,750
+1,175
+11% +$94.5K 0.19% 105
2016
Q4 		$800K Buy
10,575
+575
+6% +$43.9K 0.17% 111
2016
Q3 		$770K Sell
10,000
-325
-3% -$25.4K 0.19% 109
2016
Q2 		$761K Buy
10,325
+3,650
+55% +$257K 0.17% 109
2016
Q1 		$423K Buy
+6,675
New +$401K 0.11% 118
2014
Q2 		– Sell
-24,710
Closed -$1.32M – 153
2014
Q1 		$1.32M Sell
24,710
-700
-3% -$37.3K 0.34% 82
2013
Q4 		$1.36M Hold
25,410
– – 0.37% 81
2013
Q3 		$1.18M Buy
25,410
+2,775
+12% +$126K 0.35% 85
2013
Q2 		$970K Buy
+22,635
New +$967K 0.3% 94

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

YHB Investment Advisors's FIS Position: Q2 2022 in Review

YHB Investment Advisors sold out of Fidelity National Information Services (FIS) in Q2 2022, closing a stake of 32,208 shares — an estimated $3.23M sold.

YHB Investment Advisors first reported a position in FIS in Q2 2013 and held it in 29 quarters. The position peaked at $5.56M in Q1 2021. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

  • YHB Investment Advisors reported no remaining Fidelity National Information Services position as of Q2 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 32,208 Fidelity National Information Services shares in Q2 2022, an estimated $3.23M.
  • YHB Investment Advisors first reported a position in Fidelity National Information Services in Q2 2013 and held it in 29 quarters.
  • YHB Investment Advisors's Fidelity National Information Services position peaked at $5.56M in Q1 2021.
  • 1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.