FFW
FISV

Fusion Family Wealth’s Fiserv Inc FISV Stock Holding History

Fusion Family Wealth’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
2019
Q1 		– Sell
-40
Closed -$3K – 185
2018
Q4 		$3K Hold
40
– – ﹤0.01% 219
2018
Q3 		$3K Hold
40
– – ﹤0.01% 230
2018
Q2 		$3K Buy
+40
New +$2.9K ﹤0.01% 252

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fusion Family Wealth's FISV Position: Q1 2019 in Review

Fusion Family Wealth sold out of Fiserv Inc (FISV) in Q1 2019, closing a stake of 40 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in FISV in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 981 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

  • Fusion Family Wealth reported no remaining Fiserv Inc position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 40 Fiserv Inc shares in Q1 2019, an estimated $3K.
  • Fusion Family Wealth first reported a position in Fiserv Inc in Q2 2018 and held it in 3 quarters.
  • Fusion Family Wealth's Fiserv Inc position peaked at $3K in Q4 2018.
  • 981 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.