AWM
FISV

Aevitas Wealth Management’s Fiserv Inc FISV Stock Holding History

Aevitas 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
2018
Q4 		– Sell
-200
Closed -$16K – 419
2018
Q3 		$16K Hold
200
– – 0.01% 307
2018
Q2 		$15K Hold
200
– – 0.01% 297
2018
Q1 		$14K Hold
200
– – 0.01% 290
2017
Q4 		$13K Buy
+200
New +$12.9K 0.01% 296

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's FISV Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Fiserv Inc (FISV) in Q4 2018, closing a stake of 200 shares — an estimated $16K sold.

Aevitas Wealth Management first reported a position in FISV in Q4 2017 and held it in 4 quarters. The position peaked at $16K in Q3 2018. 911 funds tracked by Wall St. Rank hold FISV as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Fiserv Inc position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 200 Fiserv Inc shares in Q4 2018, an estimated $16K.
  • Aevitas Wealth Management first reported a position in Fiserv Inc in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Fiserv Inc position peaked at $16K in Q3 2018.
  • 911 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.