AWA
FISV

Acorn Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-56
Closed -$4K – 619
2018
Q1 		$4K Hold
56
– – ﹤0.01% 648
2017
Q4 		$4K Buy
+56
New +$3.62K ﹤0.01% 620

Other funds holding FISV

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Acorn Wealth Advisors's FISV Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2018, closing a stake of 56 shares — an estimated $4K sold.

Acorn Wealth Advisors first reported a position in FISV in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 883 funds tracked by Wall St. Rank hold FISV as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 56 Fiserv Inc shares in Q2 2018, an estimated $4K.
  • Acorn Wealth Advisors first reported a position in Fiserv Inc in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Fiserv Inc position peaked at $4K in Q1 2018.
  • 883 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.