PFWA
FISV

Paces Ferry Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-200
Closed -$21K – 474
2020
Q3 		$21K Buy
+200
New +$19.9K 0.02% 327

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State Street
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Massachusetts Financial Services
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
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VAM
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Paces Ferry Wealth Advisors's FISV Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2020, closing a stake of 200 shares — an estimated $21K sold.

Paces Ferry Wealth Advisors first reported a position in FISV in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 1,296 funds tracked by Wall St. Rank hold FISV as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 200 Fiserv Inc shares in Q4 2020, an estimated $21K.
  • Paces Ferry Wealth Advisors first reported a position in Fiserv Inc in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Fiserv Inc position peaked at $21K in Q3 2020.
  • 1,296 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.