PCA
FISV

Personal Capital Advisors’s Fiserv Inc FISV Stock Holding History

Personal Capital 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
2022
Q4 		$365K Buy
3,614
+214
+6% +$21.3K ﹤0.01% 347
2022
Q3 		$318K Buy
3,400
+566
+20% +$57.7K ﹤0.01% 349
2022
Q2 		$252K Sell
2,834
-960
-25% -$93.1K ﹤0.01% 382
2022
Q1 		$385K Sell
3,794
-738
-16% -$74.7K ﹤0.01% 342
2021
Q4 		$470K Buy
4,532
+30
+0.7% +$3.1K ﹤0.01% 345
2021
Q3 		$488K Buy
4,502
+554
+14% +$61.9K ﹤0.01% 313
2021
Q2 		$422K Buy
3,948
+1,700
+76% +$198K ﹤0.01% 334
2021
Q1 		$268K Sell
2,248
-510
-18% -$58.5K ﹤0.01% 413
2020
Q4 		$314K Sell
2,758
-34
-1% -$3.66K ﹤0.01% 377
2020
Q3 		$288K Hold
2,792
– – ﹤0.01% 336
2020
Q2 		$273K Sell
2,792
-13
-0.5% -$1.31K ﹤0.01% 304
2020
Q1 		$266K Sell
2,805
-61
-2% -$6.78K ﹤0.01% 296
2019
Q4 		$331K Buy
2,866
+479
+20% +$52.9K ﹤0.01% 312
2019
Q3 		$247K Buy
2,387
+106
+5% +$10.8K ﹤0.01% 319
2019
Q2 		$208K Buy
+2,281
New +$200K ﹤0.01% 313
2016
Q3 		– Sell
-5,242
Closed -$285K – 180
2016
Q2 		$285K Buy
+5,242
New +$270K 0.01% 154

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Personal Capital Advisors's FISV Position: Q4 2022 in Review

Personal Capital Advisors increased its Fiserv Inc (FISV) stake by 6.3% in Q4 2022, buying an estimated $21.3K and bringing the position to 3,614 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Personal Capital Advisors first reported a position in FISV in Q2 2016 and has held it in 16 quarters since. The position peaked at $488K in Q3 2021. 1,431 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Personal Capital Advisors held 3,614 shares of Fiserv Inc worth $365K as of Q4 2022.
  • Personal Capital Advisors bought 214 Fiserv Inc shares in Q4 2022, an estimated $21.3K.
  • Fiserv Inc made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #347 holding.
  • Personal Capital Advisors first reported a position in Fiserv Inc in Q2 2016 and has held it in 16 quarters since.
  • Personal Capital Advisors's Fiserv Inc position peaked at $488K in Q3 2021.
  • 1,431 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.