JGIA
FISV

Jackson Grant Investment Advisers’s Fiserv Inc FISV Stock Holding History

Jackson Grant Investment Advisers’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
Q3 		– Sell
-18
Closed -$2K – 361
2021
Q2 		$2K Hold
18
– – ﹤0.01% 365
2021
Q1 		$2K Buy
+18
New +$2.07K ﹤0.01% 361

Other funds holding FISV

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T. Rowe Price Associates
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Grant Investment Advisers's FISV Position: Q3 2021 in Review

Jackson Grant Investment Advisers sold out of Fiserv Inc (FISV) in Q3 2021, closing a stake of 18 shares — an estimated $2K sold.

Jackson Grant Investment Advisers first reported a position in FISV in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • Jackson Grant Investment Advisers reported no remaining Fiserv Inc position as of Q3 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 18 Fiserv Inc shares in Q3 2021, an estimated $2K.
  • Jackson Grant Investment Advisers first reported a position in Fiserv Inc in Q1 2021 and held it in 2 quarters.
  • Jackson Grant Investment Advisers's Fiserv Inc position peaked at $2K in Q2 2021.
  • 1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.