BWCS
FISV

Beirne Wealth Consulting Services’s Fiserv Inc FISV Stock Holding History

Beirne Wealth Consulting Services’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
-2,000
Closed -$238K – 114
2021
Q1 		$238K Sell
2,000
-42
-2% -$4.82K 0.14% 81
2020
Q4 		$233K Sell
2,042
-939
-31% -$101K 0.12% 134
2020
Q3 		$307K Buy
2,981
+42
+1% +$4.18K 0.18% 92
2020
Q2 		$287K Hold
2,939
– – 0.23% 54
2020
Q1 		$279K Hold
2,939
– – 0.3% 51
2019
Q4 		$340K Sell
2,939
-237
-7% -$26.2K 0.3% 59
2019
Q3 		$329K Buy
+3,176
New +$324K 0.27% 86

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 $298B AUM 21.96% 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 $5.9B AUM 3.19% 1-Year Est. Return

Beirne Wealth Consulting Services's FISV Position: Q2 2021 in Review

Beirne Wealth Consulting Services sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 2,000 shares — an estimated $238K sold.

Beirne Wealth Consulting Services first reported a position in FISV in Q3 2019 and held it in 7 quarters. The position peaked at $340K in Q4 2019. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

  • Beirne Wealth Consulting Services reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 2,000 Fiserv Inc shares in Q2 2021, an estimated $238K.
  • Beirne Wealth Consulting Services first reported a position in Fiserv Inc in Q3 2019 and held it in 7 quarters.
  • Beirne Wealth Consulting Services's Fiserv Inc position peaked at $340K in Q4 2019.
  • 1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2021, filed 10 Aug 2021.