FIS FIDELITY NATL INFORMATION SV

Ownership history in WealthShield Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in FIDELITY NATL INFORMATION SV (FIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.37% (2025 Q1)
Avg. % of fund
0.23%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 24,336 -1,980 -7.5% 0.18% $1.6M $64.98
2025 Q2 REDUCED 26,316 -12,156 -31.6% 0.26% $2.1M $79.76
2025 Q1 ADDED 38,472 +10,972 +39.9% 0.37% $2.9M $72.81
2024 Q4 ADDED 27,500 +5,913 +27.4% 0.31% $2.2M $78.30
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FIS price (monthly, adj. close)
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