Planning Directions’s Fiserv Inc FISV Stock Holding History

Planning Directions’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
2020 Q2	–	Sell	-3,460	Closed	-$329K	–	71
2020 Q1	$329K	Buy	+3,460	New	+$384K	0.46%	45

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Directions's FISV Position: Q2 2020 in Review

Planning Directions sold out of Fiserv Inc (FISV) in Q2 2020, closing a stake of 3,460 shares — an estimated $329K sold.

Planning Directions first reported a position in FISV in Q1 2020 and held it in 1 quarter. The position peaked at $329K in Q1 2020. 1,217 funds tracked by Wall St. Rank hold FISV as of Q2 2020.

Planning Directions reported no remaining Fiserv Inc position as of Q2 2020 after selling out during the quarter.
Planning Directions sold 3,460 Fiserv Inc shares in Q2 2020, an estimated $329K.
Planning Directions first reported a position in Fiserv Inc in Q1 2020 and held it in 1 quarter.
Planning Directions's Fiserv Inc position peaked at $329K in Q1 2020.
1,217 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.