LWM
FISV

Liberty Wealth Management’s Fiserv Inc FISV Stock Holding History

Liberty Wealth Management’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
-100
Closed -$11K – 482
2021
Q3 		$11K Hold
100
– – ﹤0.01% 805
2021
Q2 		$11K Hold
100
– – ﹤0.01% 631
2021
Q1 		$10K Hold
100
– – ﹤0.01% 593
2020
Q4 		$10K Buy
+100
New +$10.8K ﹤0.01% 586
2020
Q2 		– Sell
-7
Closed -$1K – 895
2020
Q1 		$1K Sell
7
-332
-98% -$36.9K ﹤0.01% 796
2019
Q4 		$39K Sell
339
-5
-1% -$552 0.03% 295
2019
Q3 		$36K Buy
+344
New +$35.1K 0.03% 291

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 $315B AUM 27.84% 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

Liberty Wealth Management's FISV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 100 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in FISV in Q3 2019 and held it in 7 quarters. The position peaked at $39K in Q4 2019. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

  • Liberty Wealth Management reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 100 Fiserv Inc shares in Q4 2021, an estimated $11K.
  • Liberty Wealth Management first reported a position in Fiserv Inc in Q3 2019 and held it in 7 quarters.
  • Liberty Wealth Management's Fiserv Inc position peaked at $39K in Q4 2019.
  • 1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.