KCS Wealth Advisory’s Fiserv Inc FISV Stock Holding History

KCS Wealth Advisory’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
2023 Q3	$496K	Sell	4,389 -13	-0.3%	-$1.6K	0.21%	94
2023 Q2	$555K	Hold	4,402	–	–	0.19%	98
2023 Q1	$498K	Sell	4,402 -4	-0.1%	-$440	0.19%	98
2022 Q4	$445K	Buy	4,406 +26	+0.6%	+$2.59K	0.19%	107
2022 Q3	$410K	Hold	4,380	–	–	0.19%	108
2022 Q2	$390K	Hold	4,380	–	–	0.17%	112
2022 Q1	$444K	Hold	4,380	–	–	0.21%	106
2021 Q4	$455K	Hold	4,380	–	–	0.18%	114
2021 Q3	$475K	Hold	4,380	–	–	0.22%	95
2021 Q2	$468K	Hold	4,380	–	–	0.22%	102
2021 Q1	$521K	Hold	4,380	–	–	0.27%	99
2020 Q4	$499K	Hold	4,380	–	–	0.33%	98
2020 Q3	$451K	Hold	4,380	–	–	0.36%	94
2020 Q2	$428K	Hold	4,380	–	–	0.35%	96
2020 Q1	$416K	Hold	4,380	–	–	0.42%	96
2019 Q4	$506K	Hold	4,380	–	–	0.38%	100
2019 Q3	$454K	Hold	4,380	–	–	0.31%	106
2019 Q2	$399K	Hold	4,380	–	–	0.32%	113
2019 Q1	$387K	Hold	4,380	–	–	0.34%	110
2018 Q4	$322K	Hold	4,380	–	–	0.34%	113
2018 Q3	$361K	Hold	4,380	–	–	0.34%	112
2018 Q2	$325K	Hold	4,380	–	–	0.3%	118
2018 Q1	$312K	Hold	4,380	–	–	0.28%	123
2017 Q4	$287K	Buy	+4,380	New	+$283K	0.28%	123

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCS Wealth Advisory's FISV Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Fiserv Inc (FISV) stake by 0.3% in Q3 2023, selling an estimated $1.6K and leaving 4,389 shares worth $496K. The position accounts for 0.21% of the portfolio, ranked #94.

KCS Wealth Advisory first reported a position in FISV in Q4 2017 and has held it in 24 quarters since. The position peaked at $555K in Q2 2023. 1,488 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

KCS Wealth Advisory held 4,389 shares of Fiserv Inc worth $496K as of Q3 2023.
KCS Wealth Advisory sold 13 Fiserv Inc shares in Q3 2023, an estimated $1.6K.
Fiserv Inc made up 0.21% of KCS Wealth Advisory's portfolio in Q3 2023, its #94 holding.
KCS Wealth Advisory first reported a position in Fiserv Inc in Q4 2017 and has held it in 24 quarters since.
KCS Wealth Advisory's Fiserv Inc position peaked at $555K in Q2 2023.
1,488 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.