CWM
FISV

Cordatus Wealth Management’s Fiserv Inc FISV Stock Holding History

Cordatus Wealth Management’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
Q1 		– Sell
-33,473
Closed -$3.87M – 111
2019
Q4 		$3.87M Sell
33,473
-1,187
-3% -$131K 1.93% 10
2019
Q3 		$3.59M Buy
+34,660
New +$3.54M 1.88% 13

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
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
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
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

Cordatus Wealth Management's FISV Position: Q1 2020 in Review

Cordatus Wealth Management sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 33,473 shares — an estimated $3.87M sold.

Cordatus Wealth Management first reported a position in FISV in Q3 2019 and held it in 2 quarters. The position peaked at $3.87M in Q4 2019. 1,167 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

  • Cordatus Wealth Management reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
  • Cordatus Wealth Management sold 33,473 Fiserv Inc shares in Q1 2020, an estimated $3.87M.
  • Cordatus Wealth Management first reported a position in Fiserv Inc in Q3 2019 and held it in 2 quarters.
  • Cordatus Wealth Management's Fiserv Inc position peaked at $3.87M in Q4 2019.
  • 1,167 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Cordatus Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.