JA
FISV

JOYN Advisors’s Fiserv Inc FISV Stock Holding History

JOYN 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
2019
Q1 		– Sell
-405
Closed -$30K – 562
2018
Q4 		$30K Buy
405
+180
+80% +$13.9K 0.01% 512
2018
Q3 		$19K Buy
225
+32
+17% +$2.51K ﹤0.01% 703
2018
Q2 		$14K Buy
193
+171
+777% +$12.4K ﹤0.01% 780
2018
Q1 		$2K Buy
+22
New +$1.55K ﹤0.01% 1056

Other funds holding FISV

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JOYN Advisors's FISV Position: Q1 2019 in Review

JOYN Advisors sold out of Fiserv Inc (FISV) in Q1 2019, closing a stake of 405 shares — an estimated $30K sold.

JOYN Advisors first reported a position in FISV in Q1 2018 and held it in 4 quarters. The position peaked at $30K in Q4 2018. 980 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

  • JOYN Advisors reported no remaining Fiserv Inc position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 405 Fiserv Inc shares in Q1 2019, an estimated $30K.
  • JOYN Advisors first reported a position in Fiserv Inc in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Fiserv Inc position peaked at $30K in Q4 2018.
  • 980 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.