CWM
FISV

Campbell Wealth Management’s Fiserv Inc FISV Stock Holding History

Campbell 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
2020
Q3 		– Sell
-700
Closed -$68K – 159
2020
Q2 		$68K Buy
+700
New +$70.5K 0.01% 124

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
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

Campbell Wealth Management's FISV Position: Q3 2020 in Review

Campbell Wealth Management sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 700 shares — an estimated $68K sold.

Campbell Wealth Management first reported a position in FISV in Q2 2020 and held it in 1 quarter. The position peaked at $68K in Q2 2020. 1,201 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Campbell Wealth Management reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 700 Fiserv Inc shares in Q3 2020, an estimated $68K.
  • Campbell Wealth Management first reported a position in Fiserv Inc in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Fiserv Inc position peaked at $68K in Q2 2020.
  • 1,201 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.