CCA
FISV

Clearwater Capital Advisors’s Fiserv Inc FISV Stock Holding History

Clearwater Capital 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
2023
Q2 		– Sell
-1,870
Closed -$211K – 152
2023
Q1 		$211K Sell
1,870
-900
-32% -$99K 0.03% 141
2022
Q4 		$280K Hold
2,770
– – 0.04% 128
2022
Q3 		$259K Buy
+2,770
New +$282K 0.04% 133
2022
Q2 		– Sell
-2,770
Closed -$281K – 158
2022
Q1 		$281K Sell
2,770
-50
-2% -$5.06K 0.03% 138
2021
Q4 		$293K Sell
2,820
-100
-3% -$10.3K 0.03% 138
2021
Q3 		$317K Hold
2,920
– – 0.04% 127
2021
Q2 		$312K Sell
2,920
-50
-2% -$5.81K 0.04% 131
2021
Q1 		$354K Buy
2,970
+427
+17% +$49K 0.04% 119
2020
Q4 		$290K Buy
+2,543
New +$274K 0.04% 122

Other funds holding FISV

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Clearwater Capital Advisors's FISV Position: Q2 2023 in Review

Clearwater Capital Advisors sold out of Fiserv Inc (FISV) in Q2 2023, closing a stake of 1,870 shares — an estimated $211K sold.

Clearwater Capital Advisors first reported a position in FISV in Q4 2020 and held it in 9 quarters. The position peaked at $354K in Q1 2021. 1,476 funds tracked by Wall St. Rank hold FISV as of Q2 2023.

  • Clearwater Capital Advisors reported no remaining Fiserv Inc position as of Q2 2023 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,870 Fiserv Inc shares in Q2 2023, an estimated $211K.
  • Clearwater Capital Advisors first reported a position in Fiserv Inc in Q4 2020 and held it in 9 quarters.
  • Clearwater Capital Advisors's Fiserv Inc position peaked at $354K in Q1 2021.
  • 1,476 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.

Based on Clearwater Capital Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.