CWP
FISV

CFM Wealth Partners’s Fiserv Inc FISV Stock Holding History

CFM Wealth Partners’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
-2,097
Closed -$204K – 262
2020
Q2 		$204K Sell
2,097
-135
-6% -$13.6K 0.08% 141
2020
Q1 		$212K Hold
2,232
– – 0.1% 122
2019
Q4 		$268K Buy
+2,232
New +$246K 0.1% 126

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

CFM Wealth Partners's FISV Position: Q3 2020 in Review

CFM Wealth Partners sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 2,097 shares — an estimated $204K sold.

CFM Wealth Partners first reported a position in FISV in Q4 2019 and held it in 3 quarters. The position peaked at $268K in Q4 2019. 1,200 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • CFM Wealth Partners reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,097 Fiserv Inc shares in Q3 2020, an estimated $204K.
  • CFM Wealth Partners first reported a position in Fiserv Inc in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Fiserv Inc position peaked at $268K in Q4 2019.
  • 1,200 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.