DWA
FISV

Divergent Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Divergent Wealth 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
2018
Q3 		– Sell
-360
Closed -$27K – 134
2018
Q2 		$27K Sell
360
-36
-9% -$2.61K 0.01% 85
2018
Q1 		$28K Buy
+396
New +$27.8K 0.01% 83

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Divergent Wealth Advisors's FISV Position: Q3 2018 in Review

Divergent Wealth Advisors sold out of Fiserv Inc (FISV) in Q3 2018, closing a stake of 360 shares — an estimated $27K sold.

Divergent Wealth Advisors first reported a position in FISV in Q1 2018 and held it in 2 quarters. The position peaked at $28K in Q1 2018. 891 funds tracked by Wall St. Rank hold FISV as of Q3 2018.

  • Divergent Wealth Advisors reported no remaining Fiserv Inc position as of Q3 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 360 Fiserv Inc shares in Q3 2018, an estimated $27K.
  • Divergent Wealth Advisors first reported a position in Fiserv Inc in Q1 2018 and held it in 2 quarters.
  • Divergent Wealth Advisors's Fiserv Inc position peaked at $28K in Q1 2018.
  • 891 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2018.

Based on Divergent Wealth Advisors's 13F filing for Q3 2018, filed 10 Oct 2018.