OPW
FISV

Oxler Private Wealth’s Fiserv Inc FISV Stock Holding History

Oxler Private 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
2022
Q4 		– Sell
-1,284
Closed -$120K – 175
2022
Q3 		$120K Hold
1,284
– – 0.07% 122
2022
Q2 		$114K Buy
+1,284
New +$125K 0.06% 124

Other funds holding FISV

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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 $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oxler Private Wealth's FISV Position: Q4 2022 in Review

Oxler Private Wealth sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 1,284 shares — an estimated $120K sold.

Oxler Private Wealth first reported a position in FISV in Q2 2022 and held it in 2 quarters. The position peaked at $120K in Q3 2022. 1,433 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Oxler Private Wealth reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,284 Fiserv Inc shares in Q4 2022, an estimated $120K.
  • Oxler Private Wealth first reported a position in Fiserv Inc in Q2 2022 and held it in 2 quarters.
  • Oxler Private Wealth's Fiserv Inc position peaked at $120K in Q3 2022.
  • 1,433 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.