Peloton Wealth Strategists’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,552
| Closed | -$258K | – | 89 |
|
|
2022
Q4 | $258K | Sell |
2,552
-123
| -5% | -$12.3K | 0.12% | 82 |
|
|
2022
Q3 | $250K | Hold |
2,675
| – | – | 0.13% | 84 |
|
|
2022
Q2 | $238K | Hold |
2,675
| – | – | 0.12% | 83 |
|
|
2022
Q1 | $271K | Hold |
2,675
| – | – | 0.11% | 81 |
|
|
2021
Q4 | $278K | Sell |
2,675
-118
| -4% | -$12.2K | 0.11% | 83 |
|
|
2021
Q3 | $303K | Sell |
2,793
-1,000
| -26% | -$112K | 0.12% | 80 |
|
|
2021
Q2 | $405K | Sell |
3,793
-79
| -2% | -$9.18K | 0.17% | 73 |
|
|
2021
Q1 | $461K | Sell |
3,872
-600
| -13% | -$68.9K | 0.22% | 71 |
|
|
2020
Q4 | $509K | Sell |
4,472
-2,400
| -35% | -$259K | 0.25% | 65 |
|
|
2020
Q3 | $708K | Sell |
6,872
-600
| -8% | -$59.8K | 0.4% | 61 |
|
|
2020
Q2 | $729K | Sell |
7,472
-1,028
| -12% | -$104K | 0.46% | 55 |
|
|
2020
Q1 | $807K | Sell |
8,500
-21,300
| -71% | -$2.37M | 0.66% | 55 |
|
|
2019
Q4 | $3.45M | Sell |
29,800
-4,700
| -14% | -$519K | 2.09% | 15 |
|
|
2019
Q3 | $3.57M | Sell |
34,500
-1,600
| -4% | -$163K | 2.29% | 13 |
|
|
2019
Q2 | $3.29M | Sell |
36,100
-2,000
| -5% | -$175K | 2.2% | 14 |
|
|
2019
Q1 | $3.36M | Sell |
38,100
-600
| -2% | -$49.5K | 2.33% | 15 |
|
|
2018
Q4 | $2.84M | Sell |
38,700
-1,300
| -3% | -$100K | 2.31% | 13 |
|
|
2018
Q3 | $3.29M | Hold |
40,000
| – | – | 2.27% | 14 |
|
|
2018
Q2 | $2.96M | Hold |
40,000
| – | – | 2.15% | 16 |
|
|
2018
Q1 | $2.85M | Sell |
40,000
-400
| -1% | -$28.1K | 2.15% | 17 |
|
|
2017
Q4 | $2.65M | Sell |
40,400
-200
| -0.5% | -$12.9K | 1.97% | 21 |
|
|
2017
Q3 | $2.62M | Sell |
40,600
-1,000
| -2% | -$62.1K | 2.02% | 17 |
|
|
2017
Q2 | $2.54M | Hold |
41,600
| – | – | 1.97% | 21 |
|
|
2017
Q1 | $2.4M | Sell |
41,600
-3,200
| -7% | -$180K | 1.97% | 20 |
|
|
2016
Q4 | $2.38M | Hold |
44,800
| – | – | 1.94% | 17 |
|
|
2016
Q3 | $2.23M | Buy |
+44,800
| New | +$2.35M | 1.85% | 20 |
|
|
2016
Q1 | $2.32M | Buy |
45,300
+1,300
| +3% | +$61.6K | 1.97% | 19 |
|
|
2015
Q4 | $2.01M | Buy |
44,000
+800
| +2% | +$37.6K | 1.74% | 21 |
|
|
2015
Q3 | $1.87M | Buy |
+43,200
| New | +$1.87M | 1.63% | 22 |
|
|
2014
Q3 | – | Sell |
-45,000
| Closed | -$2.45M | – | 88 |
|
|
2014
Q2 | $2.45M | Buy |
+45,000
| New | +$1.33M | 2.15% | 14 |
|
|
2014
Q1 | – | Sell |
-7,200
| Closed | -$213K | – | 80 |
|
|
2013
Q4 | $213K | Sell |
7,200
-115,000
| -94% | -$3.1M | 0.17% | 73 |
|
|
2013
Q3 | $3.09M | Sell |
122,200
-8,400
| -6% | -$203K | 2.59% | 5 |
|
|
2013
Q2 | $2.85M | Buy |
+130,600
| New | +$2.86M | 2.57% | 6 |
|
Other funds holding FISV
VH
Peloton Wealth Strategists's FISV Position: Q1 2023 in Review
Peloton Wealth Strategists sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 2,552 shares — an estimated $258K sold.
Peloton Wealth Strategists first reported a position in FISV in Q2 2013 and held it in 33 quarters. The position peaked at $3.57M in Q3 2019. 1,434 funds tracked by Wall St. Rank hold FISV as of Q1 2023.
- Peloton Wealth Strategists reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
- Peloton Wealth Strategists sold 2,552 Fiserv Inc shares in Q1 2023, an estimated $258K.
- Peloton Wealth Strategists first reported a position in Fiserv Inc in Q2 2013 and held it in 33 quarters.
- Peloton Wealth Strategists's Fiserv Inc position peaked at $3.57M in Q3 2019.
- 1,434 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.
Based on Peloton Wealth Strategists's 13F filing for Q1 2023, filed 11 May 2023.