FWA
FISV

Freedom Wealth Alliance’s Fiserv Inc FISV Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-1,166
Closed -$118K – 198
2022
Q4 		$118K Buy
+1,166
New +$116K 0.17% 84

Other funds holding FISV

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedom Wealth Alliance's FISV Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 1,166 shares — an estimated $118K sold.

Freedom Wealth Alliance first reported a position in FISV in Q4 2022 and held it in 1 quarter. The position peaked at $118K in Q4 2022. 1,435 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,166 Fiserv Inc shares in Q1 2023, an estimated $118K.
  • Freedom Wealth Alliance first reported a position in Fiserv Inc in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Fiserv Inc position peaked at $118K in Q4 2022.
  • 1,435 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.