BWA
FISV

BDO Wealth Advisors’s Fiserv Inc FISV Stock Holding History

BDO 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
2023
Q2 		$4.14M Sell
32,791
-225
-0.7% -$26.5K 0.47% 41
2023
Q1 		$3.73M Sell
33,016
-886
-3% -$97.5K 0.46% 42
2022
Q4 		$3.43M Buy
33,902
+1,816
+6% +$181K 0.43% 44
2022
Q3 		$3M Sell
32,086
-145
-0.4% -$14.8K 0.4% 48
2022
Q2 		$2.87M Buy
32,231
+1,000
+3% +$97K 0.35% 56
2022
Q1 		$3.17M Buy
31,231
+2,587
+9% +$262K 0.34% 56
2021
Q4 		$2.97M Buy
28,644
+253
+0.9% +$26.2K 0.31% 59
2021
Q3 		$3.08M Buy
28,391
+1,191
+4% +$133K 0.34% 52
2021
Q2 		$2.91M Buy
27,200
+1,300
+5% +$151K 0.32% 54
2021
Q1 		$3.08M Sell
25,900
-173
-0.7% -$19.9K 0.36% 51
2020
Q4 		$2.97M Buy
26,073
+308
+1% +$33.2K 0.42% 40
2020
Q3 		$2.65M Sell
25,765
-759
-3% -$75.6K 0.43% 43
2020
Q2 		$2.59M Buy
26,524
+548
+2% +$55.2K 0.45% 45
2020
Q1 		$2.47M Buy
25,976
+1,461
+6% +$162K 0.5% 40
2019
Q4 		$2.83M Sell
24,515
-1,295
-5% -$143K 0.73% 30
2019
Q3 		$2.67M Sell
25,810
-79
-0.3% -$8.06K 0.68% 31
2019
Q2 		$2.36M Sell
25,889
-177
-0.7% -$15.5K 0.64% 33
2019
Q1 		$2.3M Buy
26,066
+1,120
+4% +$92.4K 0.67% 34
2018
Q4 		$1.83M Sell
24,946
-1,250
-5% -$96.6K 0.63% 36
2018
Q3 		$2.16M Buy
26,196
+385
+1% +$30.2K 0.7% 30
2018
Q2 		$1.91M Buy
25,811
+850
+3% +$61.7K 0.65% 30
2018
Q1 		$1.78M Buy
24,961
+547
+2% +$38.5K 0.67% 27
2017
Q4 		$1.6M Buy
24,414
+100
+0.4% +$6.46K 0.72% 21
2017
Q3 		$1.57M Buy
24,314
+600
+3% +$37.3K 0.78% 21
2017
Q2 		$1.45M Buy
+23,714
New +$1.43M 0.63% 25

Other funds holding FISV

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

BDO Wealth Advisors's FISV Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Fiserv Inc (FISV) stake by 0.68% in Q2 2023, selling an estimated $26.5K and leaving 32,791 shares worth $4.14M. The position accounts for 0.47% of the portfolio, ranked #41.

BDO Wealth Advisors first reported a position in FISV in Q2 2017 and has held it in 25 quarters since. 1,475 funds tracked by Wall St. Rank hold FISV as of Q2 2023.

  • BDO Wealth Advisors held 32,791 shares of Fiserv Inc worth $4.14M as of Q2 2023.
  • BDO Wealth Advisors sold 225 Fiserv Inc shares in Q2 2023, an estimated $26.5K.
  • Fiserv Inc made up 0.47% of BDO Wealth Advisors's portfolio in Q2 2023, its #41 holding.
  • BDO Wealth Advisors first reported a position in Fiserv Inc in Q2 2017 and has held it in 25 quarters since.
  • 1,475 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.