Minot Wealth Management’s Fiserv Inc FISV Stock Holding History

Minot 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
2022 Q2	$357K	Sell	4,018 -15	-0.4%	-$1.46K	0.09%	131
2022 Q1	$409K	Hold	4,033	–	–	0.09%	138
2021 Q4	$419K	Sell	4,033 -206	-5%	-$21.3K	0.08%	142
2021 Q3	$460K	Sell	4,239 -77	-2%	-$8.6K	0.1%	131
2021 Q2	$475K	Buy	4,316 +18	+0.4%	+$2.09K	0.1%	126
2021 Q1	$512K	Sell	4,298 -87	-2%	-$9.98K	0.13%	114
2020 Q4	$499K	Hold	4,385	–	–	0.15%	99
2020 Q3	$452K	Buy	4,385 +200	+5%	+$19.9K	0.17%	95
2020 Q2	$409K	Buy	4,185 +11	+0.3%	+$1.11K	0.2%	87
2020 Q1	$396K	Sell	4,174 -1,370	-25%	-$152K	0.28%	81
2019 Q4	$677K	Buy	+5,544	New	+$612K	0.31%	78

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Minot Wealth Management's FISV Position: Q2 2022 in Review

Minot Wealth Management reduced its Fiserv Inc (FISV) stake by 0.37% in Q2 2022, selling an estimated $1.46K and leaving 4,018 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #131.

Minot Wealth Management first reported a position in FISV in Q4 2019 and has held it in 11 quarters since. The position peaked at $677K in Q4 2019. 1,328 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

Minot Wealth Management held 4,018 shares of Fiserv Inc worth $357K as of Q2 2022.
Minot Wealth Management sold 15 Fiserv Inc shares in Q2 2022, an estimated $1.46K.
Fiserv Inc made up 0.09% of Minot Wealth Management's portfolio in Q2 2022, its #131 holding.
Minot Wealth Management first reported a position in Fiserv Inc in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Fiserv Inc position peaked at $677K in Q4 2019.
1,328 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.