KFGK
FISV

Keystone Financial Group (Kentucky)’s Fiserv Inc FISV Stock Holding History

Keystone Financial Group (Kentucky)’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
-2,982
Closed -$345K – 224
2019
Q4 		$345K Hold
2,982
– – 0.09% 162
2019
Q3 		$309K Hold
2,982
– – 0.1% 172
2019
Q2 		$272K Hold
2,982
– – 0.09% 176
2019
Q1 		$263K Buy
+2,982
New +$246K 0.09% 176

Other funds holding FISV

KKRC
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T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FISV Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 2,982 shares — an estimated $345K sold.

Keystone Financial Group (Kentucky) first reported a position in FISV in Q1 2019 and held it in 4 quarters. The position peaked at $345K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

  • Keystone Financial Group (Kentucky) reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 2,982 Fiserv Inc shares in Q1 2020, an estimated $345K.
  • Keystone Financial Group (Kentucky) first reported a position in Fiserv Inc in Q1 2019 and held it in 4 quarters.
  • Keystone Financial Group (Kentucky)'s Fiserv Inc position peaked at $345K in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.