Clear Perspective Advisors’s Fiserv Inc FISV Stock Holding History

Clear Perspective 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	$568K	Hold	5,469	–	–	0.17%	90
2021 Q3	$593K	Buy	5,469 +1,025	+23%	+$115K	0.2%	81
2021 Q2	$475K	Buy	4,444 +6	+0.1%	+$698	0.16%	91
2021 Q1	$528K	Buy	4,438 +872	+24%	+$100K	0.21%	82
2020 Q4	$406K	Buy	3,566 +51	+1%	+$5.5K	0.17%	102
2020 Q3	$529	Sell	3,515 -42	-1%	-$4.18K	0.25%	73
2020 Q2	$347K	Sell	3,557 -60	-2%	-$6.04K	0.19%	87
2020 Q1	$344K	Hold	3,617	–	–	0.23%	80
2019 Q4	$418K	Hold	3,617	–	–	0.26%	88
2019 Q3	$375K	Buy	+3,617	New	+$369K	0.17%	98

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Clear Perspective Advisors's FISV Position: Q4 2021 in Review

Clear Perspective Advisors held its Fiserv Inc (FISV) position steady in Q4 2021 at 5,469 shares worth $568K. The position accounts for 0.17% of the portfolio, ranked #90.

Clear Perspective Advisors first reported a position in FISV in Q3 2019 and has held it in 10 quarters since. The position peaked at $593K in Q3 2021. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

Clear Perspective Advisors held 5,469 shares of Fiserv Inc worth $568K as of Q4 2021.
Clear Perspective Advisors left its Fiserv Inc share count unchanged in Q4 2021.
Fiserv Inc made up 0.17% of Clear Perspective Advisors's portfolio in Q4 2021, its #90 holding.
Clear Perspective Advisors first reported a position in Fiserv Inc in Q3 2019 and has held it in 10 quarters since.
Clear Perspective Advisors's Fiserv Inc position peaked at $593K in Q3 2021.
1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.