BWA
FISV

Boulder Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Boulder 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
2022
Q4 		$9K Buy
+90
New +$8.96K 0.01% 76

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boulder Wealth Advisors's FISV Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Fiserv Inc (FISV) in Q4 2022: 90 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #76 among its holdings.

1,433 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Boulder Wealth Advisors held 90 shares of Fiserv Inc worth $9K as of Q4 2022.
  • Fiserv Inc was a new Boulder Wealth Advisors position in Q4 2022.
  • Fiserv Inc made up 0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #76 holding.
  • 1,433 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.