BBA
FISV

Braun-Bostich & Associates’s Fiserv Inc FISV Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-223
Closed -$22K – 263
2020
Q2 		$22K Hold
223
– – 0.02% 160
2020
Q1 		$20K Hold
223
– – 0.03% 159
2019
Q4 		$26K Buy
+223
New +$24.6K 0.03% 171
2019
Q3 		– Sell
-780
Closed -$71K – 155
2019
Q2 		$71K Sell
780
-842
-52% -$73.8K 0.07% 160
2019
Q1 		$143K Sell
1,622
-636
-28% -$52.5K 0.15% 127
2018
Q4 		$166K Buy
2,258
+116
+5% +$8.97K 0.18% 105
2018
Q3 		$176K Buy
2,142
+430
+25% +$33.8K 0.17% 100
2018
Q2 		$127K Buy
1,712
+1,434
+516% +$104K 0.13% 110
2018
Q1 		$20K Buy
278
+106
+62% +$7.45K 0.02% 216
2017
Q4 		$11K Buy
+172
New +$11.1K 0.01% 245

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Braun-Bostich & Associates's FISV Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 223 shares — an estimated $22K sold.

Braun-Bostich & Associates first reported a position in FISV in Q4 2017 and held it in 10 quarters. The position peaked at $176K in Q3 2018. 1,201 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 223 Fiserv Inc shares in Q3 2020, an estimated $22K.
  • Braun-Bostich & Associates first reported a position in Fiserv Inc in Q4 2017 and held it in 10 quarters.
  • Braun-Bostich & Associates's Fiserv Inc position peaked at $176K in Q3 2018.
  • 1,201 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.