PSIWM
FISV

Paradigm Strategies in Wealth Management’s Fiserv Inc FISV Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-70
Closed -$7K – 104
2021
Q2 		$7K Hold
70
– – 0.01% 181
2021
Q1 		$8K Buy
+70
New +$8.03K 0.01% 170

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paradigm Strategies in Wealth Management's FISV Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Fiserv Inc (FISV) in Q3 2021, closing a stake of 70 shares — an estimated $7K sold.

Paradigm Strategies in Wealth Management first reported a position in FISV in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Fiserv Inc position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 70 Fiserv Inc shares in Q3 2021, an estimated $7K.
  • Paradigm Strategies in Wealth Management first reported a position in Fiserv Inc in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Fiserv Inc position peaked at $8K in Q1 2021.
  • 1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.