APWA
FISV

Atlas Private Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-17
Closed -$2K – 825
2021
Q1 		$2K Buy
+17
New +$1.95K ﹤0.01% 736

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Atlas Private Wealth Advisors's FISV Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 17 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in FISV in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 17 Fiserv Inc shares in Q2 2021, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Fiserv Inc in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Fiserv Inc position peaked at $2K in Q1 2021.
  • 1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.