YorkBridge Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

YorkBridge Wealth Partners’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 Q4	–	Sell	-3,144	Closed	-$238K	–	266
2022 Q3	$238K	Buy	+3,144	New	+$293K	0.06%	241
2021 Q4	–	Sell	-1,864	Closed	-$227K	–	282
2021 Q3	$227K	Buy	1,864 +162	+10%	+$21.7K	0.06%	244
2021 Q2	$241K	Buy	1,702 +175	+11%	+$26K	0.06%	233
2021 Q1	$215K	Sell	1,527 -2	-0.1%	-$273	0.06%	234
2020 Q4	$216K	Buy	1,529 +102	+7%	+$14.6K	0.07%	199
2020 Q3	$210K	Buy	+1,427	New	+$206K	0.09%	165
2018 Q1	–	Sell	-93	Closed	-$9K	–	851
2017 Q4	$9K	Hold	93	–	–	﹤0.01%	642
2017 Q3	$9K	Hold	93	–	–	﹤0.01%	648
2017 Q2	$8K	Hold	93	–	–	﹤0.01%	657
2017 Q1	$8K	Hold	93	–	–	﹤0.01%	641
2016 Q4	$7K	Buy	+93	New	+$7.09K	﹤0.01%	644

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's FIS Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Fidelity National Information Services (FIS) in Q4 2022, closing a stake of 3,144 shares — an estimated $238K sold.

YorkBridge Wealth Partners first reported a position in FIS in Q4 2016 and held it in 11 quarters. The position peaked at $241K in Q2 2021. 1,021 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

YorkBridge Wealth Partners reported no remaining Fidelity National Information Services position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,144 Fidelity National Information Services shares in Q4 2022, an estimated $238K.
YorkBridge Wealth Partners first reported a position in Fidelity National Information Services in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Fidelity National Information Services position peaked at $241K in Q2 2021.
1,021 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.