AWM
FISV

Alterna Wealth Management’s Fiserv Inc FISV Stock Holding History

Alterna 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
2019
Q1 		– Sell
-5,566
Closed -$681K – 191
2018
Q4 		$681K Buy
+5,566
New +$430K 0.11% 135

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BlackRock
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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alterna Wealth Management's FISV Position: Q1 2019 in Review

Alterna Wealth Management sold out of Fiserv Inc (FISV) in Q1 2019, closing a stake of 5,566 shares — an estimated $681K sold.

Alterna Wealth Management first reported a position in FISV in Q4 2018 and held it in 1 quarter. The position peaked at $681K in Q4 2018. 981 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

  • Alterna Wealth Management reported no remaining Fiserv Inc position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 5,566 Fiserv Inc shares in Q1 2019, an estimated $681K.
  • Alterna Wealth Management first reported a position in Fiserv Inc in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Fiserv Inc position peaked at $681K in Q4 2018.
  • 981 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.