JFA
FISV

Johanson Financial Advisors’s Fiserv Inc FISV Stock Holding History

Johanson 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
2020
Q1 		– Sell
-121
Closed -$14K – 141
2019
Q4 		$14K Buy
+121
New +$13.4K 0.01% 241

Other funds holding FISV

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BlackRock
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Johanson Financial Advisors's FISV Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 121 shares — an estimated $14K sold.

Johanson Financial Advisors first reported a position in FISV in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 1,166 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 121 Fiserv Inc shares in Q1 2020, an estimated $14K.
  • Johanson Financial Advisors first reported a position in Fiserv Inc in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Fiserv Inc position peaked at $14K in Q4 2019.
  • 1,166 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.