CAN
FISV

Claraphi Advisory Network’s Fiserv Inc FISV Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-786
Closed -$75K – 583
2020
Q1 		$75K Buy
+786
New +$87.3K 0.04% 398
2018
Q4 		– Sell
-3,518
Closed -$290K – 227
2018
Q3 		$290K Buy
3,518
+2
+0.1% +$157 0.16% 173
2018
Q2 		$260K Sell
3,516
-5
-0.1% -$363 0.17% 185
2018
Q1 		$251K Sell
3,521
-557
-14% -$39.2K 0.18% 185
2017
Q4 		$267K Buy
+4,078
New +$263K 0.21% 151

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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Claraphi Advisory Network's FISV Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Fiserv Inc (FISV) in Q2 2020, closing a stake of 786 shares — an estimated $75K sold.

Claraphi Advisory Network first reported a position in FISV in Q4 2017 and held it in 5 quarters. The position peaked at $290K in Q3 2018. 1,217 funds tracked by Wall St. Rank hold FISV as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Fiserv Inc position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 786 Fiserv Inc shares in Q2 2020, an estimated $75K.
  • Claraphi Advisory Network first reported a position in Fiserv Inc in Q4 2017 and held it in 5 quarters.
  • Claraphi Advisory Network's Fiserv Inc position peaked at $290K in Q3 2018.
  • 1,217 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.