Reilly Financial Advisors’s Fiserv Inc FISV Stock Holding History

Reilly Financial 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
2021 Q4	$43K	Buy	413 +25	+6%	+$2.58K	﹤0.01%	428
2021 Q3	$42K	Sell	388 -41	-10%	-$4.58K	﹤0.01%	404
2021 Q2	$46K	Buy	429 +41	+11%	+$4.77K	﹤0.01%	389
2021 Q1	$46K	Hold	388	–	–	﹤0.01%	378
2020 Q4	$44K	Hold	388	–	–	﹤0.01%	357
2020 Q3	$40K	Hold	388	–	–	﹤0.01%	330
2020 Q2	$38K	Sell	388 -9	-2%	-$906	﹤0.01%	343
2020 Q1	$38K	Hold	397	–	–	0.01%	331
2019 Q4	$46K	Buy	397 +9	+2%	+$994	0.01%	343
2019 Q3	$40K	Sell	388 -400	-51%	-$40.8K	﹤0.01%	370
2019 Q2	$72K	Sell	788 -9	-1%	-$789	0.01%	295
2019 Q1	$70K	Buy	797 +9	+1%	+$743	0.01%	289
2018 Q4	$58K	Hold	788	–	–	0.01%	301
2018 Q3	$65K	Buy	788 +400	+103%	+$31.4K	0.01%	315
2018 Q2	$29K	Hold	388	–	–	﹤0.01%	412
2018 Q1	$28K	Buy	+388	New	+$27.3K	﹤0.01%	402

Other funds holding FISV

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

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

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

KKRC

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Reilly Financial Advisors's FISV Position: Q4 2021 in Review

Reilly Financial Advisors increased its Fiserv Inc (FISV) stake by 6.4% in Q4 2021, buying an estimated $2.58K and bringing the position to 413 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Reilly Financial Advisors first reported a position in FISV in Q1 2018 and has held it in 16 quarters since. The position peaked at $72K in Q2 2019. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

Reilly Financial Advisors held 413 shares of Fiserv Inc worth $43K as of Q4 2021.
Reilly Financial Advisors bought 25 Fiserv Inc shares in Q4 2021, an estimated $2.58K.
Fiserv Inc made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #428 holding.
Reilly Financial Advisors first reported a position in Fiserv Inc in Q1 2018 and has held it in 16 quarters since.
Reilly Financial Advisors's Fiserv Inc position peaked at $72K in Q2 2019.
1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.