Planned Solutions’s Fiserv Inc FISV Stock Holding History

Planned Solutions’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 Q1	–	Sell	-25	Closed	-$3K	–	177
2020 Q4	$3K	Buy	+25	New	+$2.69K	﹤0.01%	420

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Planned Solutions's FISV Position: Q1 2021 in Review

Planned Solutions sold out of Fiserv Inc (FISV) in Q1 2021, closing a stake of 25 shares — an estimated $3K sold.

Planned Solutions first reported a position in FISV in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,333 funds tracked by Wall St. Rank hold FISV as of Q1 2021.

Planned Solutions reported no remaining Fiserv Inc position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 25 Fiserv Inc shares in Q1 2021, an estimated $3K.
Planned Solutions first reported a position in Fiserv Inc in Q4 2020 and held it in 1 quarter.
Planned Solutions's Fiserv Inc position peaked at $3K in Q4 2020.
1,333 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.