TCI Wealth Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-642
| Closed | -$72.6K | – | 920 |
|
|
2023
Q1 | $72.6K | Sell |
642
-23
| -3% | -$2.53K | 0.01% | 343 |
|
|
2022
Q4 | $67.2K | Sell |
665
-389
| -37% | -$38.7K | 0.01% | 339 |
|
|
2022
Q3 | $99K | Buy |
1,054
+3
| +0.3% | +$306 | 0.02% | 251 |
|
|
2022
Q2 | $94K | Sell |
1,051
-92
| -8% | -$8.92K | 0.01% | 259 |
|
|
2022
Q1 | $116K | Sell |
1,143
-56
| -5% | -$5.67K | 0.02% | 238 |
|
|
2021
Q4 | $124K | Buy |
1,199
+13
| +1% | +$1.34K | 0.02% | 233 |
|
|
2021
Q3 | $129K | Buy |
1,186
+3
| +0.3% | +$335 | 0.02% | 248 |
|
|
2021
Q2 | $126K | Buy |
1,183
+970
| +455% | +$113K | 0.02% | 243 |
|
|
2021
Q1 | $25K | Buy |
213
+70
| +49% | +$8.03K | 0.01% | 515 |
|
|
2020
Q4 | $16K | Buy |
143
+27
| +23% | +$2.91K | 0.01% | 542 |
|
|
2020
Q3 | $12K | Hold |
116
| – | – | ﹤0.01% | 537 |
|
|
2020
Q2 | $11K | Sell |
116
-35
| -23% | -$3.52K | ﹤0.01% | 547 |
|
|
2020
Q1 | $14K | Sell |
151
-31
| -17% | -$3.44K | 0.01% | 509 |
|
|
2019
Q4 | $21K | Buy |
182
+70
| +63% | +$7.73K | 0.01% | 536 |
|
|
2019
Q3 | $12K | Buy |
112
+4
| +4% | +$408 | 0.01% | 593 |
|
|
2019
Q2 | $10K | Hold |
108
| – | – | ﹤0.01% | 622 |
|
|
2019
Q1 | $10K | Sell |
108
-18
| -14% | -$1.49K | ﹤0.01% | 627 |
|
|
2018
Q4 | $9K | Buy |
126
+13
| +12% | +$1K | ﹤0.01% | 646 |
|
|
2018
Q3 | $9K | Buy |
113
+5
| +5% | +$392 | ﹤0.01% | 655 |
|
|
2018
Q2 | $8K | Hold |
108
| – | – | ﹤0.01% | 677 |
|
|
2018
Q1 | $8K | Hold |
108
| – | – | ﹤0.01% | 656 |
|
|
2017
Q4 | $7K | Hold |
108
| – | – | ﹤0.01% | 704 |
|
|
2017
Q3 | $7K | Hold |
108
| – | – | ﹤0.01% | 666 |
|
|
2017
Q2 | $7K | Hold |
108
| – | – | ﹤0.01% | 666 |
|
|
2017
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 681 |
|
|
2016
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 730 |
|
|
2016
Q3 | $5K | Sell |
108
-30
| -22% | -$1.57K | ﹤0.01% | 729 |
|
|
2016
Q2 | $8K | Hold |
138
| – | – | ﹤0.01% | 616 |
|
|
2016
Q1 | $7K | Sell |
138
-20
| -13% | -$948 | ﹤0.01% | 647 |
|
|
2015
Q4 | $7K | Sell |
158
-18
| -10% | -$845 | ﹤0.01% | 646 |
|
|
2015
Q3 | $8K | Hold |
176
| – | – | ﹤0.01% | 551 |
|
|
2015
Q2 | $7K | Hold |
176
| – | – | ﹤0.01% | 579 |
|
|
2015
Q1 | $7K | Hold |
176
| – | – | ﹤0.01% | 510 |
|
|
2014
Q4 | $6K | Hold |
176
| – | – | ﹤0.01% | 522 |
|
|
2014
Q3 | $6K | Hold |
176
| – | – | ﹤0.01% | 528 |
|
|
2014
Q2 | $5K | Hold |
176
| – | – | ﹤0.01% | 585 |
|
|
2014
Q1 | $5K | Hold |
176
| – | – | ﹤0.01% | 545 |
|
|
2013
Q4 | $5K | Hold |
176
| – | – | ﹤0.01% | 543 |
|
|
2013
Q3 | $4K | Hold |
176
| – | – | ﹤0.01% | 517 |
|
|
2013
Q2 | $4K | Buy |
+176
| New | +$3.86K | ﹤0.01% | 485 |
|
Other funds holding FISV
VH
TCI Wealth Advisors's FISV Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Fiserv Inc (FISV) in Q2 2023, closing a stake of 642 shares — an estimated $72.6K sold.
TCI Wealth Advisors first reported a position in FISV in Q2 2013 and held it in 40 quarters. The position peaked at $129K in Q3 2021. 1,476 funds tracked by Wall St. Rank hold FISV as of Q2 2023.
- TCI Wealth Advisors reported no remaining Fiserv Inc position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 642 Fiserv Inc shares in Q2 2023, an estimated $72.6K.
- TCI Wealth Advisors first reported a position in Fiserv Inc in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Fiserv Inc position peaked at $129K in Q3 2021.
- 1,476 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.