KPW
FISV

Kore Private Wealth’s Fiserv Inc FISV Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-2,321
Closed -$252K – 363
2021
Q3 		$252K Buy
+2,321
New +$259K 0.03% 367
2021
Q1 		– Sell
-2,741
Closed -$312K – 380
2020
Q4 		$312K Buy
+2,741
New +$295K 0.05% 229
2020
Q3 		– Sell
-451
Closed -$44K – 540
2020
Q2 		$44K Buy
451
+89
+25% +$8.96K 0.01% 482
2020
Q1 		$34K Buy
362
+139
+62% +$15.4K 0.01% 489
2019
Q4 		$26K Buy
+223
New +$24.6K ﹤0.01% 587
2019
Q2 		– Sell
-140
Closed -$12K – 424
2019
Q1 		$12K Buy
+140
New +$11.6K ﹤0.01% 590

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 $5.72T AUM 30.48% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Kore Private Wealth's FISV Position: Q4 2021 in Review

Kore Private Wealth sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 2,321 shares — an estimated $252K sold.

Kore Private Wealth first reported a position in FISV in Q1 2019 and held it in 6 quarters. The position peaked at $312K in Q4 2020. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

  • Kore Private Wealth reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 2,321 Fiserv Inc shares in Q4 2021, an estimated $252K.
  • Kore Private Wealth first reported a position in Fiserv Inc in Q1 2019 and held it in 6 quarters.
  • Kore Private Wealth's Fiserv Inc position peaked at $312K in Q4 2020.
  • 1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.