HWM
FISV

Howard Wealth Management’s Fiserv Inc FISV Stock Holding History

Howard 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
Q1 		– Sell
-284
Closed -$32K – 241
2019
Q4 		$32K Buy
+284
New +$31.4K 0.03% 236

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Howard Wealth Management's FISV Position: Q1 2020 in Review

Howard Wealth Management sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 284 shares — an estimated $32K sold.

Howard Wealth Management first reported a position in FISV in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

  • Howard Wealth Management reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 284 Fiserv Inc shares in Q1 2020, an estimated $32K.
  • Howard Wealth Management first reported a position in Fiserv Inc in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Fiserv Inc position peaked at $32K in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.