BCM
FISV

Beck Capital Management’s Fiserv Inc FISV Stock Holding History

Beck Capital 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
2021
Q4 		– Sell
-16,051
Closed -$1.74M – 144
2021
Q3 		$1.74M Buy
+16,051
New +$1.79M 0.59% 68
2020
Q1 		– Sell
-2,609
Closed -$302K – 79
2019
Q4 		$302K Buy
+2,609
New +$288K 0.15% 89

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Beck Capital Management's FISV Position: Q4 2021 in Review

Beck Capital Management sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 16,051 shares — an estimated $1.74M sold.

Beck Capital Management first reported a position in FISV in Q4 2019 and held it in 2 quarters. The position peaked at $1.74M in Q3 2021. 1,358 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

  • Beck Capital Management reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
  • Beck Capital Management sold 16,051 Fiserv Inc shares in Q4 2021, an estimated $1.74M.
  • Beck Capital Management first reported a position in Fiserv Inc in Q4 2019 and held it in 2 quarters.
  • Beck Capital Management's Fiserv Inc position peaked at $1.74M in Q3 2021.
  • 1,358 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Beck Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.