NWM
FISV

Nicola Wealth Management’s Fiserv Inc FISV Stock Holding History

Nicola 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
Q3 		– Sell
-5,845
Closed -$520K – 133
2022
Q2 		$520K Sell
5,845
-5,367
-48% -$521K 0.05% 122
2022
Q1 		$1.14M Hold
11,212
– – 0.1% 107
2021
Q4 		$1.17M Hold
11,212
– – 0.11% 104
2021
Q3 		$1.22M Hold
11,212
– – 0.13% 100
2021
Q2 		$1.2M Hold
11,212
– – 0.12% 103
2021
Q1 		$1.33M Buy
+11,212
New +$1.29M 0.15% 103

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
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nicola Wealth Management's FISV Position: Q3 2022 in Review

Nicola Wealth Management sold out of Fiserv Inc (FISV) in Q3 2022, closing a stake of 5,845 shares — an estimated $520K sold.

Nicola Wealth Management first reported a position in FISV in Q1 2021 and held it in 6 quarters. The position peaked at $1.33M in Q1 2021. 1,345 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

  • Nicola Wealth Management reported no remaining Fiserv Inc position as of Q3 2022 after selling out during the quarter.
  • Nicola Wealth Management sold 5,845 Fiserv Inc shares in Q3 2022, an estimated $520K.
  • Nicola Wealth Management first reported a position in Fiserv Inc in Q1 2021 and held it in 6 quarters.
  • Nicola Wealth Management's Fiserv Inc position peaked at $1.33M in Q1 2021.
  • 1,345 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on Nicola Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.