Aquire Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Aquire Wealth 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 Q1	–	Sell	-790	Closed	-$82K	–	101
2021 Q4	$82K	Buy	+790	New	+$81.7K	0.04%	72

Other funds holding FISV

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Aquire Wealth Advisors's FISV Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2022, closing a stake of 790 shares — an estimated $82K sold.

Aquire Wealth Advisors first reported a position in FISV in Q4 2021 and held it in 1 quarter. The position peaked at $82K in Q4 2021. 1,343 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

Aquire Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 790 Fiserv Inc shares in Q1 2022, an estimated $82K.
Aquire Wealth Advisors first reported a position in Fiserv Inc in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Fiserv Inc position peaked at $82K in Q4 2021.
1,343 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.