AWM
FISV

Accel Wealth Management’s Fiserv Inc FISV Stock Holding History

Accel Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-120
Closed -$13.6K – 403
2023
Q1 		$13.6K Hold
120
– – 0.01% 810
2022
Q4 		$12.1K Hold
120
– – 0.01% 667
2022
Q3 		$12K Hold
120
– – 0.01% 691
2022
Q2 		$11K Hold
120
– – 0.01% 687
2022
Q1 		$12K Hold
120
– – 0.01% 678
2021
Q4 		$12K Hold
120
– – 0.01% 674
2021
Q3 		$13K Hold
120
– – 0.01% 581
2021
Q2 		$13K Hold
120
– – 0.01% 639
2021
Q1 		$14K Buy
+120
New +$13.8K 0.01% 589

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Accel Wealth Management's FISV Position: Q2 2023 in Review

Accel Wealth Management sold out of Fiserv Inc (FISV) in Q2 2023, closing a stake of 120 shares — an estimated $13.6K sold.

Accel Wealth Management first reported a position in FISV in Q1 2021 and held it in 9 quarters. The position peaked at $14K in Q1 2021. 1,476 funds tracked by Wall St. Rank hold FISV as of Q2 2023.

  • Accel Wealth Management reported no remaining Fiserv Inc position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 120 Fiserv Inc shares in Q2 2023, an estimated $13.6K.
  • Accel Wealth Management first reported a position in Fiserv Inc in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's Fiserv Inc position peaked at $14K in Q1 2021.
  • 1,476 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.