DWM
FISV

Destination Wealth Management’s Fiserv Inc FISV Stock Holding History

Destination 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
2019
Q3 		– Sell
-410
Closed -$37K – 255
2019
Q2 		$37K Hold
410
– – ﹤0.01% 312
2019
Q1 		$36K Hold
410
– – ﹤0.01% 312
2018
Q4 		$30K Buy
+410
New +$31.7K ﹤0.01% 322

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Destination Wealth Management's FISV Position: Q3 2019 in Review

Destination Wealth Management sold out of Fiserv Inc (FISV) in Q3 2019, closing a stake of 410 shares — an estimated $37K sold.

Destination Wealth Management first reported a position in FISV in Q4 2018 and held it in 3 quarters. The position peaked at $37K in Q2 2019. 1,131 funds tracked by Wall St. Rank hold FISV as of Q3 2019.

  • Destination Wealth Management reported no remaining Fiserv Inc position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 410 Fiserv Inc shares in Q3 2019, an estimated $37K.
  • Destination Wealth Management first reported a position in Fiserv Inc in Q4 2018 and held it in 3 quarters.
  • Destination Wealth Management's Fiserv Inc position peaked at $37K in Q2 2019.
  • 1,131 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.