BWM
FISV

Buckley Wealth Management’s Fiserv Inc FISV Stock Holding History

Buckley 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
Q3 		– Sell
-6,700
Closed -$716K – 130
2021
Q2 		$716K Sell
6,700
-250
-4% -$29.1K 0.25% 70
2021
Q1 		$827K Buy
6,950
+60
+0.9% +$6.89K 0.31% 62
2020
Q4 		$784K Buy
6,890
+655
+11% +$70.6K 0.32% 55
2020
Q3 		$643K Sell
6,235
-15
-0.2% -$1.49K 0.29% 59
2020
Q2 		$610K Sell
6,250
-55
-0.9% -$5.54K 0.28% 70
2020
Q1 		$599K Sell
6,305
-265
-4% -$29.4K 0.33% 61
2019
Q4 		$760K Sell
6,570
-1,375
-17% -$152K 0.34% 50
2019
Q3 		$823K Sell
7,945
-265
-3% -$27.1K 0.4% 44
2019
Q2 		$748K Sell
8,210
-550
-6% -$48.2K 0.35% 52
2019
Q1 		$773K Sell
8,760
-670
-7% -$55.3K 0.37% 50
2018
Q4 		$693K Sell
9,430
-415
-4% -$32.1K 0.36% 51
2018
Q3 		$811K Sell
9,845
-35
-0.4% -$2.75K 0.35% 54
2018
Q2 		$732K Sell
9,880
-350
-3% -$25.4K 0.35% 58
2018
Q1 		$730K Buy
10,230
+100
+1% +$7.03K 0.36% 57
2017
Q4 		$664K Buy
+10,130
New +$654K 0.33% 70

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckley Wealth Management's FISV Position: Q3 2021 in Review

Buckley Wealth Management sold out of Fiserv Inc (FISV) in Q3 2021, closing a stake of 6,700 shares — an estimated $716K sold.

Buckley Wealth Management first reported a position in FISV in Q4 2017 and held it in 15 quarters. The position peaked at $827K in Q1 2021. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • Buckley Wealth Management reported no remaining Fiserv Inc position as of Q3 2021 after selling out during the quarter.
  • Buckley Wealth Management sold 6,700 Fiserv Inc shares in Q3 2021, an estimated $716K.
  • Buckley Wealth Management first reported a position in Fiserv Inc in Q4 2017 and held it in 15 quarters.
  • Buckley Wealth Management's Fiserv Inc position peaked at $827K in Q1 2021.
  • 1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Buckley Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.