CSat Investment Advisory’s Fiserv Inc FISV Stock Holding History

CSat Investment Advisory’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 Q1	$11K	Buy	96 +10	+12%	+$1.15K	0.01%	439
2020 Q4	$10K	Sell	86 -3,969	-98%	-$428K	0.01%	426
2020 Q3	$418K	Buy	4,055 +361	+10%	+$36K	0.04%	191
2020 Q2	$361K	Buy	3,694 +2,391	+183%	+$241K	0.04%	212
2020 Q1	$124K	Buy	1,303 +156	+14%	+$17.3K	0.03%	307
2019 Q4	$132K	Buy	1,147 +174	+18%	+$19.2K	0.03%	308
2019 Q3	$100K	Buy	973 +279	+40%	+$28.5K	0.03%	313
2019 Q2	$63K	Buy	694 +591	+574%	+$51.8K	0.02%	396
2019 Q1	$9K	Sell	103 -6	-6%	-$495	﹤0.01%	442
2018 Q4	$8K	Buy	109 +29	+36%	+$2.24K	﹤0.01%	439
2018 Q3	$7K	Sell	80 -15,273	-99%	-$1.2M	﹤0.01%	427
2018 Q2	$1.14M	Buy	+15,353	New	+$1.11M	0.61%	42

Other funds holding FISV

KKRC

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

CSat Investment Advisory's FISV Position: Q1 2021 in Review

CSat Investment Advisory increased its Fiserv Inc (FISV) stake by 12% in Q1 2021, buying an estimated $1.15K and bringing the position to 96 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #439.

CSat Investment Advisory first reported a position in FISV in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2018. 1,333 funds tracked by Wall St. Rank hold FISV as of Q1 2021.

CSat Investment Advisory held 96 shares of Fiserv Inc worth $11K as of Q1 2021.
CSat Investment Advisory bought 10 Fiserv Inc shares in Q1 2021, an estimated $1.15K.
Fiserv Inc made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #439 holding.
CSat Investment Advisory first reported a position in Fiserv Inc in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Fiserv Inc position peaked at $1.14M in Q2 2018.
1,333 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.