FGC
FISV

Financial Gravity Companies’s Fiserv Inc FISV Stock Holding History

Financial Gravity Companies’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
Q4 		$13K Buy
+159
New +$12.3K 0.01% 540
2018
Q1 		$14K Buy
200
+36
+22% +$2.53K 0.01% 541
2017
Q4 		$12K Buy
+164
New +$10.6K 0.01% 547

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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's FISV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Fiserv Inc (FISV) in Q4 2018: 159 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FISV as recently as Q1 2018.

Financial Gravity Companies first reported a position in FISV in Q4 2017 and has held it in 3 quarters since. The position peaked at $14K in Q1 2018. 912 funds tracked by Wall St. Rank hold FISV as of Q4 2018.

  • Financial Gravity Companies held 159 shares of Fiserv Inc worth $13K as of Q4 2018.
  • Fiserv Inc was a new Financial Gravity Companies position in Q4 2018.
  • Fiserv Inc made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #540 holding.
  • Financial Gravity Companies first reported a position in Fiserv Inc in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Fiserv Inc position peaked at $14K in Q1 2018.
  • 912 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.