SAS
FISV

Sanford Advisory Services’s Fiserv Inc FISV Stock Holding History

Sanford Advisory Services’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
Q2 		– Sell
-1,678
Closed -$200K – 108
2021
Q1 		$200K Buy
+1,678
New +$193K 0.06% 101

Other funds holding FISV

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Vanguard Group
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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
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

Sanford Advisory Services's FISV Position: Q2 2021 in Review

Sanford Advisory Services sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 1,678 shares — an estimated $200K sold.

Sanford Advisory Services first reported a position in FISV in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

  • Sanford Advisory Services reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
  • Sanford Advisory Services sold 1,678 Fiserv Inc shares in Q2 2021, an estimated $200K.
  • Sanford Advisory Services first reported a position in Fiserv Inc in Q1 2021 and held it in 1 quarter.
  • Sanford Advisory Services's Fiserv Inc position peaked at $200K in Q1 2021.
  • 1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Sanford Advisory Services's 13F filing for Q2 2021, filed 28 Jul 2022.