LWP
FISV

Lumature Wealth Partners’s Fiserv Inc FISV Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$414K Buy
3,281
+127
+4% +$15K 0.25% 78
2023
Q1 		$356K Buy
+3,154
New +$347K 0.2% 83
2022
Q3 		– Sell
-9
Closed -$1K – 393
2022
Q2 		$1K Buy
+9
New +$873 ﹤0.01% 397

Other funds holding FISV

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Lumature Wealth Partners's FISV Position: Q2 2023 in Review

Lumature Wealth Partners increased its Fiserv Inc (FISV) stake by 4% in Q2 2023, buying an estimated $15K and bringing the position to 3,281 shares worth $414K. The position accounts for 0.25% of the portfolio, ranked #78.

Lumature Wealth Partners first reported a position in FISV in Q2 2022 and has held it in 3 quarters since. 1,476 funds tracked by Wall St. Rank hold FISV as of Q2 2023.

  • Lumature Wealth Partners held 3,281 shares of Fiserv Inc worth $414K as of Q2 2023.
  • Lumature Wealth Partners bought 127 Fiserv Inc shares in Q2 2023, an estimated $15K.
  • Fiserv Inc made up 0.25% of Lumature Wealth Partners's portfolio in Q2 2023, its #78 holding.
  • Lumature Wealth Partners first reported a position in Fiserv Inc in Q2 2022 and has held it in 3 quarters since.
  • 1,476 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.