SWA
FISV

Stratos Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Stratos Wealth 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
2019
Q4 		– Sell
-2,500
Closed -$259K – 192
2019
Q3 		$259K Hold
2,500
– – 0.1% 207
2019
Q2 		$228K Hold
2,500
– – 0.09% 212
2019
Q1 		$221K Buy
+2,500
New +$206K 0.12% 193

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Advisors's FISV Position: Q4 2019 in Review

Stratos Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2019, closing a stake of 2,500 shares — an estimated $259K sold.

Stratos Wealth Advisors first reported a position in FISV in Q1 2019 and held it in 3 quarters. The position peaked at $259K in Q3 2019. 1,228 funds tracked by Wall St. Rank hold FISV as of Q4 2019.

  • Stratos Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2019 after selling out during the quarter.
  • Stratos Wealth Advisors sold 2,500 Fiserv Inc shares in Q4 2019, an estimated $259K.
  • Stratos Wealth Advisors first reported a position in Fiserv Inc in Q1 2019 and held it in 3 quarters.
  • Stratos Wealth Advisors's Fiserv Inc position peaked at $259K in Q3 2019.
  • 1,228 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2019.

Based on Stratos Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.