FAG
FISV

Fortitude Advisory Group’s Fiserv Inc FISV Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-212
Closed -$21K – 575
2022
Q1 		$21K Sell
212
-5
-2% -$506 0.01% 814
2021
Q4 		$23K Buy
+217
New +$22.4K 0.01% 804

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortitude Advisory Group's FISV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 212 shares — an estimated $21K sold.

Fortitude Advisory Group first reported a position in FISV in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q4 2021. 1,328 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 212 Fiserv Inc shares in Q2 2022, an estimated $21K.
  • Fortitude Advisory Group first reported a position in Fiserv Inc in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Fiserv Inc position peaked at $23K in Q4 2021.
  • 1,328 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.