NWM
FISV

Northwest Wealth Management’s Fiserv Inc FISV Stock Holding History

Northwest 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
2019
Q2 		– Sell
-179
Closed -$16K – 238
2019
Q1 		$16K Hold
179
– – 0.01% 302
2018
Q4 		$13K Sell
179
-125
-41% -$9.66K 0.01% 301
2018
Q3 		$25K Hold
304
– – 0.02% 278
2018
Q2 		$23K Hold
304
– – 0.02% 290
2018
Q1 		$22K Buy
+304
New +$21.4K 0.02% 296

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Wealth Management's FISV Position: Q2 2019 in Review

Northwest Wealth Management sold out of Fiserv Inc (FISV) in Q2 2019, closing a stake of 179 shares — an estimated $16K sold.

Northwest Wealth Management first reported a position in FISV in Q1 2018 and held it in 5 quarters. The position peaked at $25K in Q3 2018. 993 funds tracked by Wall St. Rank hold FISV as of Q2 2019.

  • Northwest Wealth Management reported no remaining Fiserv Inc position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 179 Fiserv Inc shares in Q2 2019, an estimated $16K.
  • Northwest Wealth Management first reported a position in Fiserv Inc in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Fiserv Inc position peaked at $25K in Q3 2018.
  • 993 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.