SWM
FISV

SVA Wealth Management’s Fiserv Inc FISV Stock Holding History

SVA Wealth Management’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
Q4 		$5.54M Sell
48,626
-9,771
-17% -$1.05M 0.48% 46
2020
Q3 		$6.02M Sell
58,397
-778
-1% -$77.5K 0.6% 38
2020
Q2 		$5.78M Sell
59,175
-721
-1% -$72.6K 0.62% 38
2020
Q1 		$5.69M Sell
59,896
-7,265
-11% -$807K 0.65% 30
2019
Q4 		$7.77M Sell
67,161
-1,351
-2% -$149K 0.71% 27
2019
Q3 		$7.1M Buy
68,512
+2,175
+3% +$222K 0.7% 29
2019
Q2 		$6.05M Sell
66,337
-17,937
-21% -$1.57M 0.6% 37
2019
Q1 		$7.44M Sell
84,274
-175
-0.2% -$14.4K 0.72% 31
2018
Q4 		$6.21M Sell
84,449
-5,356
-6% -$414K 0.7% 38
2018
Q3 		$7.4M Sell
89,805
-8,870
-9% -$696K 0.75% 34
2018
Q2 		$7.31M Buy
98,675
+44,195
+81% +$3.21M 0.79% 30
2018
Q1 		$7.03M Sell
54,480
-52,170
-49% -$3.67M 0.87% 31
2017
Q4 		$6.99M Sell
106,650
-2,310
-2% -$149K 0.82% 33
2017
Q3 		$7.03M Sell
108,960
-1,044
-0.9% -$64.9K 0.87% 31
2017
Q2 		$6.73M Sell
110,004
-880
-0.8% -$53.2K 0.87% 33
2017
Q1 		$6.39M Buy
110,884
+1,940
+2% +$109K 0.87% 35
2016
Q4 		$5.79M Buy
108,944
+200
+0.2% +$10.3K 0.86% 36
2016
Q3 		$5.41M Buy
108,744
+3,400
+3% +$178K 0.84% 36
2016
Q2 		$5.73M Buy
105,344
+670
+0.6% +$34.5K 0.93% 30
2016
Q1 		$5.37M Sell
104,674
-3,162
-3% -$150K 0.89% 34
2015
Q4 		$4.93M Sell
107,836
-690
-0.6% -$32.4K 0.85% 34
2015
Q3 		$4.7M Buy
108,526
+1,550
+1% +$67K 0.88% 34
2015
Q2 		$4.43M Sell
106,976
-1,180
-1% -$47.5K 0.82% 44
2015
Q1 		$4.29M Buy
108,156
+99,132
+1,099% +$3.78M 0.78% 44
2014
Q4 		$320K Buy
9,024
+1,226
+16% +$42K 0.12% 147
2014
Q3 		$252K Hold
7,798
– – 0.11% 140
2014
Q2 		$235K Buy
7,798
+220
+3% +$6.52K 0.1% 146
2014
Q1 		$215K Buy
+7,578
New +$217K 0.1% 142

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

SVA Wealth Management's FISV Position: Q4 2020 in Review

SVA Wealth Management reduced its Fiserv Inc (FISV) stake by 17% in Q4 2020, selling an estimated $1.05M and leaving 48,626 shares worth $5.54M. The position accounts for 0.48% of the portfolio, ranked #46.

SVA Wealth Management first reported a position in FISV in Q1 2014 and has held it in 28 quarters since. The position peaked at $7.77M in Q4 2019. 1,296 funds tracked by Wall St. Rank hold FISV as of Q4 2020.

  • SVA Wealth Management held 48,626 shares of Fiserv Inc worth $5.54M as of Q4 2020.
  • SVA Wealth Management sold 9,771 Fiserv Inc shares in Q4 2020, an estimated $1.05M.
  • Fiserv Inc made up 0.48% of SVA Wealth Management's portfolio in Q4 2020, its #46 holding.
  • SVA Wealth Management first reported a position in Fiserv Inc in Q1 2014 and has held it in 28 quarters since.
  • SVA Wealth Management's Fiserv Inc position peaked at $7.77M in Q4 2019.
  • 1,296 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.