HWMA
FISV

Heritage Wealth Management (Arizona)’s Fiserv Inc FISV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-200
Closed -$17.8K – 1048
2022
Q2 		$17.8K Buy
+200
New +$19.4K 0.01% 558

Other funds holding FISV

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FISV Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Fiserv Inc (FISV) in Q3 2022, closing a stake of 200 shares — an estimated $17.8K sold.

Heritage Wealth Management (Arizona) first reported a position in FISV in Q2 2022 and held it in 1 quarter. The position peaked at $17.8K in Q2 2022. 1,345 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Fiserv Inc position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 200 Fiserv Inc shares in Q3 2022, an estimated $17.8K.
  • Heritage Wealth Management (Arizona) first reported a position in Fiserv Inc in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Fiserv Inc position peaked at $17.8K in Q2 2022.
  • 1,345 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.