Laurel Wealth Advisors (California)’s Fiserv Inc FISV Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$362K	Buy	3,581 +41	+1%	+$4.08K	0.04%	440
2022 Q3	$331K	Sell	3,540 -23	-0.6%	-$2.34K	0.04%	457
2022 Q2	$317K	Sell	3,563 -513	-13%	-$49.8K	0.03%	476
2022 Q1	$413K	Sell	4,076 -199	-5%	-$20.1K	0.03%	474
2021 Q4	$444K	Buy	+4,275	New	+$442K	0.03%	484
2019 Q4	–	Sell	-2,593	Closed	-$269K	–	461
2019 Q3	$269K	Buy	+2,593	New	+$265K	0.05%	369

Other funds holding FISV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FISV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Fiserv Inc (FISV) stake by 1.2% in Q4 2022, buying an estimated $4.08K and bringing the position to 3,581 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #440.

Laurel Wealth Advisors (California) first reported a position in FISV in Q3 2019 and has held it in 6 quarters since. The position peaked at $444K in Q4 2021. 1,432 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

Laurel Wealth Advisors (California) held 3,581 shares of Fiserv Inc worth $362K as of Q4 2022.
Laurel Wealth Advisors (California) bought 41 Fiserv Inc shares in Q4 2022, an estimated $4.08K.
Fiserv Inc made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #440 holding.
Laurel Wealth Advisors (California) first reported a position in Fiserv Inc in Q3 2019 and has held it in 6 quarters since.
Laurel Wealth Advisors (California)'s Fiserv Inc position peaked at $444K in Q4 2021.
1,432 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.