BWM
FISV

Birchcreek Wealth Management’s Fiserv Inc FISV Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-374
Closed -$42K – 171
2020
Q4 		$42K Buy
+374
New +$40.3K 0.04% 237

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.56B AUM 3.46% 1-Year Est. Return

Birchcreek Wealth Management's FISV Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Fiserv Inc (FISV) in Q1 2021, closing a stake of 374 shares — an estimated $42K sold.

Birchcreek Wealth Management first reported a position in FISV in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 1,333 funds tracked by Wall St. Rank hold FISV as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Fiserv Inc position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 374 Fiserv Inc shares in Q1 2021, an estimated $42K.
  • Birchcreek Wealth Management first reported a position in Fiserv Inc in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Fiserv Inc position peaked at $42K in Q4 2020.
  • 1,333 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.