SDWMA
FISV

Schneider Downs Wealth Management Advisors’s Fiserv Inc FISV Stock Holding History

Schneider Downs Wealth Management 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
2022
Q4 		– Sell
-4,906
Closed -$459K – 128
2022
Q3 		$459K Buy
4,906
+27
+0.6% +$2.75K 0.13% 65
2022
Q2 		$434K Buy
+4,879
New +$473K 0.12% 78
2021
Q4 		– Sell
-1,901
Closed -$206K – 156
2021
Q3 		$206K Sell
1,901
-111
-6% -$12.4K 0.05% 141
2021
Q2 		$215K Sell
2,012
-40
-2% -$4.65K 0.06% 132
2021
Q1 		$244K Buy
+2,052
New +$235K 0.06% 115

Other funds holding FISV

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's FISV Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 4,906 shares — an estimated $459K sold.

Schneider Downs Wealth Management Advisors first reported a position in FISV in Q1 2021 and held it in 5 quarters. The position peaked at $459K in Q3 2022. 1,433 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 4,906 Fiserv Inc shares in Q4 2022, an estimated $459K.
  • Schneider Downs Wealth Management Advisors first reported a position in Fiserv Inc in Q1 2021 and held it in 5 quarters.
  • Schneider Downs Wealth Management Advisors's Fiserv Inc position peaked at $459K in Q3 2022.
  • 1,433 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.