FourThought Financial’s Fiserv Inc FISV Stock Holding History

FourThought Financial’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 Q3	$7K	Buy	+74	New	+$7.54K	﹤0.01%	1111
2022 Q2	–	Sell	-35	Closed	-$4K	–	1494
2022 Q1	$4K	Sell	35 -362	-91%	-$36.6K	﹤0.01%	1230
2021 Q4	$41K	Sell	397 -13	-3%	-$1.34K	0.01%	716
2021 Q3	$44K	Sell	410 -1,357	-77%	-$152K	0.01%	724
2021 Q2	$188K	Buy	1,767 +297	+20%	+$34.5K	0.03%	362
2021 Q1	$174K	Hold	1,470	–	–	0.03%	370
2020 Q4	$167K	Buy	+1,470	New	+$158K	0.03%	369

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's FISV Position: Q3 2022 in Review

FourThought Financial opened a new position in Fiserv Inc (FISV) in Q3 2022: 74 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: FourThought Financial previously reported a position in FISV as recently as Q1 2022.

FourThought Financial first reported a position in FISV in Q4 2020 and has held it in 7 quarters since. The position peaked at $188K in Q2 2021. 1,345 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

FourThought Financial held 74 shares of Fiserv Inc worth $7K as of Q3 2022.
Fiserv Inc was a new FourThought Financial position in Q3 2022.
Fiserv Inc made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1111 holding.
FourThought Financial first reported a position in Fiserv Inc in Q4 2020 and has held it in 7 quarters since.
FourThought Financial's Fiserv Inc position peaked at $188K in Q2 2021.
1,345 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.