APA
FISV

American Portfolios Advisors’s Fiserv Inc FISV Stock Holding History

American Portfolios 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
2022
Q3 		$781K Buy
8,349
+144
+2% +$14.7K 0.03% 497
2022
Q2 		$730K Buy
8,205
+747
+10% +$72.5K 0.03% 527
2022
Q1 		$756K Sell
7,458
-360
-5% -$36.4K 0.03% 574
2021
Q4 		$811K Buy
7,818
+197
+3% +$20.4K 0.03% 551
2021
Q3 		$827K Sell
7,621
-847
-10% -$94.6K 0.03% 524
2021
Q2 		$905K Buy
8,468
+141
+2% +$16.4K 0.04% 488
2021
Q1 		$991K Buy
8,327
+554
+7% +$63.6K 0.04% 403
2020
Q4 		$885K Buy
7,773
+354
+5% +$38.1K 0.05% 379
2020
Q3 		$765K Buy
7,419
+268
+4% +$26.7K 0.04% 366
2020
Q2 		$698K Buy
7,151
+612
+9% +$61.6K 0.05% 355
2020
Q1 		$621K Buy
6,539
+94
+1% +$10.4K 0.05% 321
2019
Q4 		$745K Sell
6,445
-3,949
-38% -$436K 0.05% 326
2019
Q3 		$1.08M Sell
10,394
-222
-2% -$22.7K 0.09% 228
2019
Q2 		$968K Sell
10,616
-54
-0.5% -$4.73K 0.08% 237
2019
Q1 		$942K Buy
10,670
+410
+4% +$33.8K 0.09% 223
2018
Q4 		$754K Sell
10,260
-1,548
-13% -$120K 0.09% 211
2018
Q3 		$973K Buy
11,808
+2,596
+28% +$204K 0.11% 182
2018
Q2 		$683K Buy
9,212
+3,816
+71% +$277K 0.09% 217
2018
Q1 		$385K Buy
5,396
+1,744
+48% +$123K 0.06% 327
2017
Q4 		$239K Buy
+3,652
New +$236K 0.04% 438

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's FISV Position: Q3 2022 in Review

American Portfolios Advisors increased its Fiserv Inc (FISV) stake by 1.8% in Q3 2022, buying an estimated $14.7K and bringing the position to 8,349 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #497.

American Portfolios Advisors first reported a position in FISV in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.08M in Q3 2019. 1,345 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

  • American Portfolios Advisors held 8,349 shares of Fiserv Inc worth $781K as of Q3 2022.
  • American Portfolios Advisors bought 144 Fiserv Inc shares in Q3 2022, an estimated $14.7K.
  • Fiserv Inc made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #497 holding.
  • American Portfolios Advisors first reported a position in Fiserv Inc in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Fiserv Inc position peaked at $1.08M in Q3 2019.
  • 1,345 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.