BWP
FISV

Bernardo Wealth Planning’s Fiserv Inc FISV Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-1,744
Closed -$201K – 143
2019
Q4 		$201K Buy
+1,744
New +$193K 0.12% 159

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bernardo Wealth Planning's FISV Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 1,744 shares — an estimated $201K sold.

Bernardo Wealth Planning first reported a position in FISV in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 1,167 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,744 Fiserv Inc shares in Q1 2020, an estimated $201K.
  • Bernardo Wealth Planning first reported a position in Fiserv Inc in Q4 2019 and held it in 1 quarter.
  • Bernardo Wealth Planning's Fiserv Inc position peaked at $201K in Q4 2019.
  • 1,167 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.