GWAG
FISV

Garrett Wealth Advisory Group’s Fiserv Inc FISV Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-81
Closed -$8.39K – 256
2019
Q3 		$8.39K Buy
+81
New +$8.27K 0.01% 299

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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 $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's FISV Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Fiserv Inc (FISV) in Q4 2019, closing a stake of 81 shares — an estimated $8.39K sold.

Garrett Wealth Advisory Group first reported a position in FISV in Q3 2019 and held it in 1 quarter. The position peaked at $8.39K in Q3 2019. 1,229 funds tracked by Wall St. Rank hold FISV as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Fiserv Inc position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 81 Fiserv Inc shares in Q4 2019, an estimated $8.39K.
  • Garrett Wealth Advisory Group first reported a position in Fiserv Inc in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Fiserv Inc position peaked at $8.39K in Q3 2019.
  • 1,229 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.