PWP
FISV

Personal Wealth Partners’s Fiserv Inc FISV Stock Holding History

Personal Wealth Partners’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
-24
Closed -$3K – 191
2021
Q2 		$3K Buy
+24
New +$2.79K ﹤0.01% 358
2020
Q1 		– Sell
-24
Closed -$3K – 248
2019
Q4 		$3K Hold
24
– – ﹤0.01% 312
2019
Q3 		$2K Buy
+24
New +$2.45K ﹤0.01% 355

Other funds holding FISV

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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Personal Wealth Partners's FISV Position: Q3 2021 in Review

Personal Wealth Partners sold out of Fiserv Inc (FISV) in Q3 2021, closing a stake of 24 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in FISV in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • Personal Wealth Partners reported no remaining Fiserv Inc position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 24 Fiserv Inc shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Fiserv Inc in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Fiserv Inc position peaked at $3K in Q2 2021.
  • 1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.