Altus Wealth Group’s Fiserv Inc FISV Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-193	Closed	-$22K	–	387
2020 Q4	$22K	Buy	+193	New	+$20.8K	0.02%	350

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Altus Wealth Group's FISV Position: Q1 2021 in Review

Altus Wealth Group sold out of Fiserv Inc (FISV) in Q1 2021, closing a stake of 193 shares — an estimated $22K sold.

Altus Wealth Group first reported a position in FISV in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 1,333 funds tracked by Wall St. Rank hold FISV as of Q1 2021.

Altus Wealth Group reported no remaining Fiserv Inc position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 193 Fiserv Inc shares in Q1 2021, an estimated $22K.
Altus Wealth Group first reported a position in Fiserv Inc in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Fiserv Inc position peaked at $22K in Q4 2020.
1,333 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.