LWS
FISV

Lucia Wealth Services’s Fiserv Inc FISV Stock Holding History

Lucia Wealth Services’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
Q3 		$1.39M Buy
13,514
+3,228
+31% +$322K 0.33% 56
2020
Q2 		$1M Buy
10,286
+2,610
+34% +$263K 0.27% 64
2020
Q1 		$729K Buy
+7,676
New +$853K 0.24% 74

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lucia Wealth Services's FISV Position: Q3 2020 in Review

Lucia Wealth Services increased its Fiserv Inc (FISV) stake by 31% in Q3 2020, buying an estimated $322K and bringing the position to 13,514 shares worth $1.39M. The position accounts for 0.33% of the portfolio, ranked #56.

Lucia Wealth Services first reported a position in FISV in Q1 2020 and has held it in 3 quarters since. 1,200 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Lucia Wealth Services held 13,514 shares of Fiserv Inc worth $1.39M as of Q3 2020.
  • Lucia Wealth Services bought 3,228 Fiserv Inc shares in Q3 2020, an estimated $322K.
  • Fiserv Inc made up 0.33% of Lucia Wealth Services's portfolio in Q3 2020, its #56 holding.
  • Lucia Wealth Services first reported a position in Fiserv Inc in Q1 2020 and has held it in 3 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.