Lenox Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-22	Closed	-$2K	–	839
2021 Q4	$2K	Buy	22 +18	+450%	+$1.86K	﹤0.01%	718
2021 Q3	$0	Buy	+4	New	+$447	﹤0.01%	742
2021 Q1	–	Sell	-130	Closed	-$15K	–	708
2020 Q4	$15K	Hold	130	–	–	﹤0.01%	360
2020 Q3	$13K	Sell	130 -42	-24%	-$4.18K	﹤0.01%	343
2020 Q2	$17K	Buy	172 +78	+83%	+$7.85K	﹤0.01%	314
2020 Q1	$9K	Buy	+94	New	+$10.4K	﹤0.01%	354
2019 Q2	–	Sell	-37	Closed	-$3K	–	472
2019 Q1	$3K	Buy	+37	New	+$3.05K	﹤0.01%	450
2016 Q1	–	Sell	-60	Closed	-$3K	–	309
2015 Q4	$3K	Hold	60	–	–	﹤0.01%	274
2015 Q3	$3K	Hold	60	–	–	﹤0.01%	308
2015 Q2	$2K	Hold	60	–	–	﹤0.01%	263
2015 Q1	$2K	Hold	60	–	–	﹤0.01%	300
2014 Q4	$2K	Buy	+60	New	+$2.05K	﹤0.01%	303

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

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

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

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

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

Lenox Wealth Advisors's FISV Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2022, closing a stake of 22 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in FISV in Q4 2014 and held it in 12 quarters. The position peaked at $17K in Q2 2020. 1,342 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

Lenox Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 22 Fiserv Inc shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Fiserv Inc in Q4 2014 and held it in 12 quarters.
Lenox Wealth Advisors's Fiserv Inc position peaked at $17K in Q2 2020.
1,342 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.