FFA
FISV

Freedman Financial Associates’s Fiserv Inc FISV Stock Holding History

Freedman Financial Associates’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
-864
Closed -$89K – 138
2022
Q1 		$89K Hold
864
– – 0.06% 131
2021
Q4 		$90K Hold
864
– – 0.06% 130
2021
Q3 		$94K Hold
864
– – 0.07% 120
2021
Q2 		$92K Hold
864
– – 0.07% 117
2021
Q1 		$103K Hold
864
– – 0.09% 102
2020
Q4 		$98K Buy
+864
New +$93.1K 0.09% 97

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BlackRock
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Dodge & Cox
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KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Harris Associates
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State Street
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Freedman Financial Associates's FISV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 864 shares — an estimated $89K sold.

Freedman Financial Associates first reported a position in FISV in Q4 2020 and held it in 6 quarters. The position peaked at $103K in Q1 2021. 1,327 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

  • Freedman Financial Associates reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 864 Fiserv Inc shares in Q2 2022, an estimated $89K.
  • Freedman Financial Associates first reported a position in Fiserv Inc in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Fiserv Inc position peaked at $103K in Q1 2021.
  • 1,327 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.