Avondale Wealth Management’s Fiserv Inc FISV Stock Holding History

Avondale 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 Q3	–	Sell	-350	Closed	-$34K	–	95
2020 Q2	$34K	Hold	350	–	–	0.05%	52
2020 Q1	$33K	Hold	350	–	–	0.05%	49
2019 Q4	$40K	Hold	350	–	–	0.06%	47
2019 Q3	$36K	Hold	350	–	–	0.06%	50
2019 Q2	$32K	Hold	350	–	–	0.02%	61
2019 Q1	$31K	Sell	350 -144	-29%	-$11.9K	0.02%	62
2018 Q4	$36K	Hold	494	–	–	0.03%	52
2018 Q3	$41K	Hold	494	–	–	0.04%	47
2018 Q2	$37K	Hold	494	–	–	0.03%	45
2018 Q1	$35K	Hold	494	–	–	0.03%	44
2017 Q4	$32K	Buy	+494	New	+$31.9K	0.03%	51

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

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 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

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

Avondale Wealth Management's FISV Position: Q3 2020 in Review

Avondale Wealth Management sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 350 shares — an estimated $34K sold.

Avondale Wealth Management first reported a position in FISV in Q4 2017 and held it in 11 quarters. The position peaked at $41K in Q3 2018. 1,200 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

Avondale Wealth Management reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
Avondale Wealth Management sold 350 Fiserv Inc shares in Q3 2020, an estimated $34K.
Avondale Wealth Management first reported a position in Fiserv Inc in Q4 2017 and held it in 11 quarters.
Avondale Wealth Management's Fiserv Inc position peaked at $41K in Q3 2018.
1,200 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Avondale Wealth Management's 13F filing for Q3 2020, filed 15 Oct 2020.