B. Riley Wealth Management’s Fiserv Inc FISV Stock Holding History

B. Riley 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
2022 Q2	$432	Buy	4,852 +309	+7%	+$30K	﹤0.01%	445
2022 Q1	$461K	Sell	4,543 -37	-0.8%	-$3.75K	0.04%	348
2021 Q4	$475K	Sell	4,580 -55	-1%	-$5.69K	0.03%	368
2021 Q3	$503K	Buy	+4,635	New	+$518K	0.04%	335
2020 Q2	–	Sell	-2,810	Closed	-$267K	–	464
2020 Q1	$267K	Buy	+2,810	New	+$312K	0.03%	378
2019 Q3	–	Sell	-2,246	Closed	-$204	–	406
2019 Q2	$204	Buy	+2,246	New	+$197K	0.03%	352

Other funds holding FISV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

B. Riley Wealth Management's FISV Position: Q2 2022 in Review

B. Riley Wealth Management increased its Fiserv Inc (FISV) stake by 6.8% in Q2 2022, buying an estimated $30K and bringing the position to 4,852 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #445.

B. Riley Wealth Management first reported a position in FISV in Q2 2019 and has held it in 6 quarters since. The position peaked at $503K in Q3 2021. 1,327 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

B. Riley Wealth Management held 4,852 shares of Fiserv Inc worth $432 as of Q2 2022.
B. Riley Wealth Management bought 309 Fiserv Inc shares in Q2 2022, an estimated $30K.
Fiserv Inc made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #445 holding.
B. Riley Wealth Management first reported a position in Fiserv Inc in Q2 2019 and has held it in 6 quarters since.
B. Riley Wealth Management's Fiserv Inc position peaked at $503K in Q3 2021.
1,327 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.