CFA
FISV

Cahill Financial Advisors’s Fiserv Inc FISV Stock Holding History

Cahill Financial 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
Q4 		– Sell
-372
Closed -$41K – 418
2021
Q3 		$41K Buy
+372
New +$41.6K 0.01% 360

Other funds holding FISV

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
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Cahill Financial Advisors's FISV Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 372 shares — an estimated $41K sold.

Cahill Financial Advisors first reported a position in FISV in Q3 2021 and held it in 1 quarter. The position peaked at $41K in Q3 2021. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 372 Fiserv Inc shares in Q4 2021, an estimated $41K.
  • Cahill Financial Advisors first reported a position in Fiserv Inc in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Fiserv Inc position peaked at $41K in Q3 2021.
  • 1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.