FWM
FISV

Frontier Wealth Management’s Fiserv Inc FISV Stock Holding History

Frontier Wealth Management’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
-2,124
Closed -$210K – 407
2022
Q1 		$210K Buy
+2,124
New +$215K ﹤0.01% 369
2021
Q4 		– Sell
-2,226
Closed -$242K – 433
2021
Q3 		$242K Hold
2,226
– – 0.02% 370
2021
Q2 		$238K Sell
2,226
-409
-16% -$47.5K 0.02% 377
2021
Q1 		$314K Buy
2,635
+158
+6% +$18.1K 0.02% 301
2020
Q4 		$282K Buy
2,477
+317
+15% +$34.2K 0.02% 302
2020
Q3 		$223K Buy
+2,160
New +$215K 0.02% 323
2019
Q4 		– Sell
-2,122
Closed -$220K – 310
2019
Q3 		$220K Buy
+2,122
New +$217K 0.03% 274

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 $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

Frontier Wealth Management's FISV Position: Q2 2022 in Review

Frontier Wealth Management sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 2,124 shares — an estimated $210K sold.

Frontier Wealth Management first reported a position in FISV in Q3 2019 and held it in 7 quarters. The position peaked at $314K in Q1 2021. 1,327 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

  • Frontier Wealth Management reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
  • Frontier Wealth Management sold 2,124 Fiserv Inc shares in Q2 2022, an estimated $210K.
  • Frontier Wealth Management first reported a position in Fiserv Inc in Q3 2019 and held it in 7 quarters.
  • Frontier Wealth Management's Fiserv Inc position peaked at $314K in Q1 2021.
  • 1,327 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.