PW
FISV

Price Wealth’s Fiserv Inc FISV Stock Holding History

Price Wealth’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
Q3 		$14K Buy
+133
New +$13.2K ﹤0.01% 238
2020
Q2 		– Sell
-11
Closed -$1K – 461
2020
Q1 		$1K Buy
+11
New +$1.22K ﹤0.01% 307
2018
Q3 		– Sell
-213
Closed -$16K – 256
2018
Q2 		$16K Buy
213
+131
+160% +$9.51K 0.01% 228
2018
Q1 		$6K Sell
82
-82
-50% -$5.77K ﹤0.01% 210
2017
Q4 		$10K Buy
+164
New +$10.6K 0.01% 191

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Price Wealth's FISV Position: Q3 2020 in Review

Price Wealth opened a new position in Fiserv Inc (FISV) in Q3 2020: 133 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Price Wealth previously reported a position in FISV as recently as Q1 2020.

Price Wealth first reported a position in FISV in Q4 2017 and has held it in 5 quarters since. The position peaked at $16K in Q2 2018. 1,200 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Price Wealth held 133 shares of Fiserv Inc worth $14K as of Q3 2020.
  • Fiserv Inc was a new Price Wealth position in Q3 2020.
  • Fiserv Inc made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #238 holding.
  • Price Wealth first reported a position in Fiserv Inc in Q4 2017 and has held it in 5 quarters since.
  • Price Wealth's Fiserv Inc position peaked at $16K in Q2 2018.
  • 1,200 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.