GLLW
FISV

Graves Light Lenhart Wealth’s Fiserv Inc FISV Stock Holding History

Graves Light Lenhart 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
2022
Q2 		– Sell
-61
Closed -$6K – 640
2022
Q1 		$6K Sell
61
-23
-27% -$2.33K ﹤0.01% 578
2021
Q4 		$9K Hold
84
– – ﹤0.01% 611
2021
Q3 		$9K Hold
84
– – ﹤0.01% 569
2021
Q2 		$9K Hold
84
– – ﹤0.01% 571
2021
Q1 		$10K Buy
84
+23
+38% +$2.64K ﹤0.01% 565
2020
Q4 		$7K Buy
+61
New +$6.57K ﹤0.01% 586

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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 $315B AUM 27.84% 1-Year Est. Return

Graves Light Lenhart Wealth's FISV Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 61 shares — an estimated $6K sold.

Graves Light Lenhart Wealth first reported a position in FISV in Q4 2020 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 1,328 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

  • Graves Light Lenhart Wealth reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 61 Fiserv Inc shares in Q2 2022, an estimated $6K.
  • Graves Light Lenhart Wealth first reported a position in Fiserv Inc in Q4 2020 and held it in 6 quarters.
  • Graves Light Lenhart Wealth's Fiserv Inc position peaked at $10K in Q1 2021.
  • 1,328 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.