AWM
FISV

Argent Wealth Management’s Fiserv Inc FISV Stock Holding History

Argent 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
2020
Q2 		$1.13M Buy
11,377
+7
+0.1% +$705 0.19% 71
2020
Q1 		$1.09M Sell
11,370
-2,008
-15% -$223K 0.22% 69
2019
Q4 		$1.55M Buy
+13,378
New +$1.48M 0.26% 65

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Argent Wealth Management's FISV Position: Q2 2020 in Review

Argent Wealth Management increased its Fiserv Inc (FISV) stake by 0.06% in Q2 2020, buying an estimated $705 and bringing the position to 11,377 shares worth $1.13M. The position accounts for 0.19% of the portfolio, ranked #71.

Argent Wealth Management first reported a position in FISV in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2019. 1,216 funds tracked by Wall St. Rank hold FISV as of Q2 2020.

  • Argent Wealth Management held 11,377 shares of Fiserv Inc worth $1.13M as of Q2 2020.
  • Argent Wealth Management bought 7 Fiserv Inc shares in Q2 2020, an estimated $705.
  • Fiserv Inc made up 0.19% of Argent Wealth Management's portfolio in Q2 2020, its #71 holding.
  • Argent Wealth Management first reported a position in Fiserv Inc in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Fiserv Inc position peaked at $1.55M in Q4 2019.
  • 1,216 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.