Financial Architects (New Jersey)’s Fiserv Inc FISV Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-5,996	Closed	-$714K	–	344
2021 Q1	$714K	Buy	5,996 +2,856	+91%	+$328K	0.11%	160
2020 Q4	$358K	Buy	+3,140	New	+$338K	0.07%	204
2020 Q3	–	Sell	-24	Closed	-$2K	–	438
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	803
2020 Q1	$2K	Hold	24	–	–	﹤0.01%	778
2019 Q4	$3K	Hold	24	–	–	﹤0.01%	806
2019 Q3	$2K	Buy	+24	New	+$2.45K	﹤0.01%	903
2016 Q4	–	Sell	-2,558	Closed	-$127K	–	1425
2016 Q3	$127K	Hold	2,558	–	–	0.03%	337
2016 Q2	$139K	Buy	2,558 +2,316	+957%	+$119K	0.04%	312
2016 Q1	$12K	Buy	+242	New	+$11.5K	﹤0.01%	705

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $5.56B AUM 3.46% 1-Year Est. Return

Financial Architects (New Jersey)'s FISV Position: Q2 2021 in Review

Financial Architects (New Jersey) sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 5,996 shares — an estimated $714K sold.

Financial Architects (New Jersey) first reported a position in FISV in Q1 2016 and held it in 9 quarters. The position peaked at $714K in Q1 2021. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

Financial Architects (New Jersey) reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
Financial Architects (New Jersey) sold 5,996 Fiserv Inc shares in Q2 2021, an estimated $714K.
Financial Architects (New Jersey) first reported a position in Fiserv Inc in Q1 2016 and held it in 9 quarters.
Financial Architects (New Jersey)'s Fiserv Inc position peaked at $714K in Q1 2021.
1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2021, filed 10 Aug 2021.