AWMS
FISV

Advocacy Wealth Management Services’s Fiserv Inc FISV Stock Holding History

Advocacy Wealth Management Services’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
2022
Q4 		– Sell
-312
Closed -$31K – 71
2022
Q3 		$31K Hold
312
– – ﹤0.01% 59
2022
Q2 		$28K Buy
312
+18
+6% +$1.75K ﹤0.01% 71
2022
Q1 		$30K Buy
294
+147
+100% +$14.9K 0.01% 74
2021
Q4 		$15K Hold
147
– – ﹤0.01% 111
2021
Q3 		$16K Buy
147
+52
+55% +$5.81K ﹤0.01% 104
2021
Q2 		$10K Buy
+95
New +$11K ﹤0.01% 137

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advocacy Wealth Management Services's FISV Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 312 shares — an estimated $31K sold.

Advocacy Wealth Management Services first reported a position in FISV in Q2 2021 and held it in 6 quarters. The position peaked at $31K in Q3 2022. 1,433 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 312 Fiserv Inc shares in Q4 2022, an estimated $31K.
  • Advocacy Wealth Management Services first reported a position in Fiserv Inc in Q2 2021 and held it in 6 quarters.
  • Advocacy Wealth Management Services's Fiserv Inc position peaked at $31K in Q3 2022.
  • 1,433 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.