T
FISV

TCWP’s Fiserv Inc FISV Stock Holding History

TCWP’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
Q2 		– Sell
-896
Closed -$90K – 772
2022
Q1 		$90K Buy
+896
New +$90.7K 0.02% 368

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCWP's FISV Position: Q2 2022 in Review

TCWP sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 896 shares — an estimated $90K sold.

TCWP first reported a position in FISV in Q1 2022 and held it in 1 quarter. The position peaked at $90K in Q1 2022. 1,327 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

  • TCWP reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 896 Fiserv Inc shares in Q2 2022, an estimated $90K.
  • TCWP first reported a position in Fiserv Inc in Q1 2022 and held it in 1 quarter.
  • TCWP's Fiserv Inc position peaked at $90K in Q1 2022.
  • 1,327 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.