JRFS
FISV

James Reed Financial Services’s Fiserv Inc FISV Stock Holding History

James Reed Financial Services’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 		– Sell
-101
Closed -$10K – 72
2021
Q4 		$10K Buy
+101
New +$10.4K 0.01% 103

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

James Reed Financial Services's FISV Position: Q1 2022 in Review

James Reed Financial Services sold out of Fiserv Inc (FISV) in Q1 2022, closing a stake of 101 shares — an estimated $10K sold.

James Reed Financial Services first reported a position in FISV in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 1,343 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

  • James Reed Financial Services reported no remaining Fiserv Inc position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 101 Fiserv Inc shares in Q1 2022, an estimated $10K.
  • James Reed Financial Services first reported a position in Fiserv Inc in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Fiserv Inc position peaked at $10K in Q4 2021.
  • 1,343 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.