HA
FISV

Herold Advisors’s Fiserv Inc FISV Stock Holding History

Herold Advisors’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
-350
Closed -$35.5K – 341
2022
Q1 		$35.5K Buy
+350
New +$35.4K 0.01% 425
2021
Q4 		– Sell
-350
Closed -$37K – 336
2021
Q3 		$37K Buy
+350
New +$39.1K 0.01% 422

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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 $298B AUM 21.96% 1-Year Est. Return

Herold Advisors's FISV Position: Q2 2022 in Review

Herold Advisors sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 350 shares — an estimated $35.5K sold.

Herold Advisors first reported a position in FISV in Q3 2021 and held it in 2 quarters. The position peaked at $37K in Q3 2021. 1,327 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

  • Herold Advisors reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 350 Fiserv Inc shares in Q2 2022, an estimated $35.5K.
  • Herold Advisors first reported a position in Fiserv Inc in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Fiserv Inc position peaked at $37K in Q3 2021.
  • 1,327 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.