HFA
FISV

Hoover Financial Advisors’s Fiserv Inc FISV Stock Holding History

Hoover Financial 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
2021
Q2 		$56K Hold
520
– – 0.01% 266
2021
Q1 		$60K Hold
520
– – 0.01% 249
2020
Q4 		$56K Buy
+520
New +$56K 0.01% 231

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Hoover Financial Advisors's FISV Position: Q2 2021 in Review

Hoover Financial Advisors held its Fiserv Inc (FISV) position steady in Q2 2021 at 520 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #266.

Hoover Financial Advisors first reported a position in FISV in Q4 2020 and has held it in 3 quarters since. The position peaked at $60K in Q1 2021. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

  • Hoover Financial Advisors held 520 shares of Fiserv Inc worth $56K as of Q2 2021.
  • Hoover Financial Advisors left its Fiserv Inc share count unchanged in Q2 2021.
  • Fiserv Inc made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #266 holding.
  • Hoover Financial Advisors first reported a position in Fiserv Inc in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Fiserv Inc position peaked at $60K in Q1 2021.
  • 1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.