HWM
FISV

Holloway Wealth Management’s Fiserv Inc FISV Stock Holding History

Holloway 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
2022
Q1 		– Hold
0
– – – 259
2019
Q4 		– Hold
0
– – – 191
2019
Q3 		– Hold
0
– – – 193
2019
Q2 		– Hold
0
– – – 280
2019
Q1 		– Hold
0
– – – 160
2018
Q4 		– Hold
0
– – – 202
2018
Q3 		– Hold
0
– – – 113
2018
Q2 		– Hold
0
– – – 162
2018
Q1 		– Hold
0
– – – 185
2017
Q4 		– Hold
0
– – – 202
2017
Q3 		– Hold
0
– – – 177
2017
Q2 		– Hold
0
– – – 188
2017
Q1 		– Hold
0
– – – 199
2016
Q4 		– Hold
0
– – – 159

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return