Financial Engines Advisors
FISV

Financial Engines Advisors’s Fiserv Inc FISV Stock Holding History

Financial Engines 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
2021
Q4 		– Sell
-2,918
Closed -$316K – 277
2021
Q3 		$316K Buy
2,918
+212
+8% +$23.7K ﹤0.01% 209
2021
Q2 		$289K Buy
2,706
+12
+0.4% +$1.4K ﹤0.01% 183
2021
Q1 		$321K Buy
2,694
+85
+3% +$9.76K ﹤0.01% 200
2020
Q4 		$297K Sell
2,609
-90
-3% -$9.7K ﹤0.01% 208
2020
Q3 		$278K Buy
+2,699
New +$269K ﹤0.01% 197
2018
Q2 		– Sell
-20
Closed -$1K – 141
2018
Q1 		$1K Buy
+20
New +$1.41K ﹤0.01% 124

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Financial Engines Advisors's FISV Position: Q4 2021 in Review

Financial Engines Advisors sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 2,918 shares — an estimated $316K sold.

Financial Engines Advisors first reported a position in FISV in Q1 2018 and held it in 6 quarters. The position peaked at $321K in Q1 2021. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

  • Financial Engines Advisors reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 2,918 Fiserv Inc shares in Q4 2021, an estimated $316K.
  • Financial Engines Advisors first reported a position in Fiserv Inc in Q1 2018 and held it in 6 quarters.
  • Financial Engines Advisors's Fiserv Inc position peaked at $321K in Q1 2021.
  • 1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Financial Engines Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.