BWA
FISV

Burt Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Burt 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
2021
Q1 		– Sell
-5
Closed -$1K – 182
2020
Q4 		$1K Sell
5
-96
-95% -$10.3K ﹤0.01% 368
2020
Q3 		$10K Buy
101
+5
+5% +$498 ﹤0.01% 282
2020
Q2 		$9K Hold
96
– – ﹤0.01% 270
2020
Q1 		$9K Buy
+96
New +$10.7K ﹤0.01% 271
2017
Q1 		– Sell
-400
Closed -$21K – 362
2016
Q4 		$21K Hold
400
– – 0.02% 229
2016
Q3 		$19K Hold
400
– – 0.02% 223
2016
Q2 		$21K Sell
400
-32
-7% -$1.65K 0.02% 213
2016
Q1 		$22K Buy
432
+32
+8% +$1.52K 0.02% 238
2015
Q4 		$18K Buy
+400
New +$18.8K 0.01% 214

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 $298B AUM 21.96% 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 $5.9B AUM 3.19% 1-Year Est. Return

Burt Wealth Advisors's FISV Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in FISV in Q4 2015 and held it in 9 quarters. The position peaked at $22K in Q1 2016. 1,332 funds tracked by Wall St. Rank hold FISV as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 5 Fiserv Inc shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Fiserv Inc in Q4 2015 and held it in 9 quarters.
  • Burt Wealth Advisors's Fiserv Inc position peaked at $22K in Q1 2016.
  • 1,332 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.