CWA
FISV

Clarus Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Clarus 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
2019
Q1 		– Sell
-3,098
Closed -$228K – 700
2018
Q4 		$228K Buy
+3,098
New +$239K 0.36% 66

Other funds holding FISV

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clarus Wealth Advisors's FISV Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2019, closing a stake of 3,098 shares — an estimated $228K sold.

Clarus Wealth Advisors first reported a position in FISV in Q4 2018 and held it in 1 quarter. The position peaked at $228K in Q4 2018. 981 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,098 Fiserv Inc shares in Q1 2019, an estimated $228K.
  • Clarus Wealth Advisors first reported a position in Fiserv Inc in Q4 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's Fiserv Inc position peaked at $228K in Q4 2018.
  • 981 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.