Omnia Family Wealth’s Fiserv Inc FISV Stock Holding History

Omnia Family Wealth’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	-24	Closed	-$2K	–	245
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	455
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	405
2018 Q3	$2K	Hold	24	–	–	﹤0.01%	443
2018 Q2	$2K	Hold	24	–	–	﹤0.01%	424
2018 Q1	$2K	Hold	24	–	–	﹤0.01%	432
2017 Q4	$2K	Hold	24	–	–	﹤0.01%	435
2017 Q3	$2K	Sell	24 -48	-67%	-$2.98K	﹤0.01%	450
2017 Q2	$4K	Hold	72	–	–	﹤0.01%	451
2017 Q1	$4K	Hold	72	–	–	﹤0.01%	438
2016 Q4	$4K	Buy	+72	New	+$3.7K	﹤0.01%	430

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's FISV Position: Q2 2019 in Review

Omnia Family Wealth sold out of Fiserv Inc (FISV) in Q2 2019, closing a stake of 24 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in FISV in Q4 2016 and held it in 10 quarters. The position peaked at $4K in Q2 2017. 993 funds tracked by Wall St. Rank hold FISV as of Q2 2019.

Omnia Family Wealth reported no remaining Fiserv Inc position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 24 Fiserv Inc shares in Q2 2019, an estimated $2K.
Omnia Family Wealth first reported a position in Fiserv Inc in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Fiserv Inc position peaked at $4K in Q2 2017.
993 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.