IA
FISV

IndexIQ Advisors’s Fiserv Inc FISV Stock Holding History

IndexIQ 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
Q1 		$4.35M Buy
42,861
+8,350
+24% +$845K 0.15% 129
2021
Q4 		$3.58M Buy
34,511
+164
+0.5% +$17K 0.12% 151
2021
Q3 		$3.73M Buy
34,347
+526
+2% +$58.8K 0.12% 134
2021
Q2 		$3.62M Buy
33,821
+524
+2% +$60.9K 0.12% 128
2021
Q1 		$3.96M Buy
33,297
+5,663
+20% +$650K 0.14% 114
2020
Q4 		$3.15M Buy
27,634
+7,694
+39% +$829K 0.12% 128
2020
Q3 		$2.06M Sell
19,940
-101
-0.5% -$10.1K 0.08% 172
2020
Q2 		$1.96M Sell
20,041
-41
-0.2% -$4.13K 0.09% 172
2020
Q1 		$1.91M Buy
+20,082
New +$2.23M 0.09% 162
2019
Q1 		– Sell
-98,232
Closed -$7.22M – 614
2018
Q4 		$7.22M Buy
98,232
+35,684
+57% +$2.76M 0.2% 80
2018
Q3 		$5.15M Sell
62,548
-30,019
-32% -$2.36M 0.17% 92
2018
Q2 		$6.86M Buy
92,567
+30,798
+50% +$2.24M 0.21% 86
2018
Q1 		$4.41M Buy
61,769
+48,449
+364% +$3.41M 0.14% 114
2017
Q4 		$873K Buy
+13,320
New +$860K 0.03% 421

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

IndexIQ Advisors's FISV Position: Q1 2022 in Review

IndexIQ Advisors increased its Fiserv Inc (FISV) stake by 24% in Q1 2022, buying an estimated $845K and bringing the position to 42,861 shares worth $4.35M. The position accounts for 0.15% of the portfolio, ranked #129.

IndexIQ Advisors first reported a position in FISV in Q4 2017 and has held it in 14 quarters since. The position peaked at $7.22M in Q4 2018. 1,342 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

  • IndexIQ Advisors held 42,861 shares of Fiserv Inc worth $4.35M as of Q1 2022.
  • IndexIQ Advisors bought 8,350 Fiserv Inc shares in Q1 2022, an estimated $845K.
  • Fiserv Inc made up 0.15% of IndexIQ Advisors's portfolio in Q1 2022, its #129 holding.
  • IndexIQ Advisors first reported a position in Fiserv Inc in Q4 2017 and has held it in 14 quarters since.
  • IndexIQ Advisors's Fiserv Inc position peaked at $7.22M in Q4 2018.
  • 1,342 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.