HGWM
FISV

Harvest Group Wealth Management’s Fiserv Inc FISV Stock Holding History

Harvest Group 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
2020
Q3 		– Sell
-40
Closed -$3K – 656
2020
Q2 		$3K Buy
+40
New +$4.03K ﹤0.01% 277

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's FISV Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 40 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in FISV in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 1,201 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 40 Fiserv Inc shares in Q3 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Fiserv Inc in Q2 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Fiserv Inc position peaked at $3K in Q2 2020.
  • 1,201 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.