PFA
FISV

Peak Financial Advisors’s Fiserv Inc FISV Stock Holding History

Peak Financial 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
2021
Q4 		– Sell
-17,130
Closed -$1.86M – 85
2021
Q3 		$1.86M Buy
17,130
+262
+2% +$29.3K 1.63% 23
2021
Q2 		$1.8M Buy
16,868
+6,081
+56% +$707K 1.55% 22
2021
Q1 		$1.28M Buy
+10,787
New +$1.24M 1.08% 34

Other funds holding FISV

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 $5.72T AUM 30.48% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Peak Financial Advisors's FISV Position: Q4 2021 in Review

Peak Financial Advisors sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 17,130 shares — an estimated $1.86M sold.

Peak Financial Advisors first reported a position in FISV in Q1 2021 and held it in 3 quarters. The position peaked at $1.86M in Q3 2021. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

  • Peak Financial Advisors reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 17,130 Fiserv Inc shares in Q4 2021, an estimated $1.86M.
  • Peak Financial Advisors first reported a position in Fiserv Inc in Q1 2021 and held it in 3 quarters.
  • Peak Financial Advisors's Fiserv Inc position peaked at $1.86M in Q3 2021.
  • 1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Peak Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.