Apriem Advisors’s Fiserv Inc FISV Stock Holding History

Apriem 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
2020 Q1	–	Sell	-1,750	Closed	-$202K	–	124
2019 Q4	$202K	Buy	+1,750	New	+$193K	0.04%	131
2018 Q3	–	Sell	-150	Closed	-$11K	–	220
2018 Q2	$11K	Buy	+150	New	+$10.9K	﹤0.01%	413
2017 Q2	–	Sell	-264	Closed	-$15K	–	273
2017 Q1	$15K	Hold	264	–	–	﹤0.01%	377
2016 Q4	$14K	Hold	264	–	–	﹤0.01%	402
2016 Q3	$13K	Hold	264	–	–	﹤0.01%	375
2016 Q2	$14K	Hold	264	–	–	﹤0.01%	375
2016 Q1	$14K	Buy	264 +64	+32%	+$3.04K	0.01%	339
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	385
2015 Q3	$9K	Hold	200	–	–	﹤0.01%	370
2015 Q2	$8K	Buy	+200	New	+$8.04K	﹤0.01%	432

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apriem Advisors's FISV Position: Q1 2020 in Review

Apriem Advisors sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 1,750 shares — an estimated $202K sold.

Apriem Advisors first reported a position in FISV in Q2 2015 and held it in 10 quarters. The position peaked at $202K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

Apriem Advisors reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
Apriem Advisors sold 1,750 Fiserv Inc shares in Q1 2020, an estimated $202K.
Apriem Advisors first reported a position in Fiserv Inc in Q2 2015 and held it in 10 quarters.
Apriem Advisors's Fiserv Inc position peaked at $202K in Q4 2019.
1,168 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.