TD Ameritrade Investment Management’s Fiserv Inc FISV Stock Holding History

TD Ameritrade Investment 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
2022 Q3	–	Sell	-604	Closed	-$54K	–	606
2022 Q2	$54K	Sell	604 -473	-44%	-$45.9K	﹤0.01%	292
2022 Q1	$109K	Buy	1,077 +30	+3%	+$3.04K	﹤0.01%	283
2021 Q4	$109K	Buy	+1,047	New	+$108K	﹤0.01%	283
2021 Q3	–	Sell	-723	Closed	-$77K	–	668
2021 Q2	$77K	Buy	+723	New	+$84.1K	﹤0.01%	304
2020 Q3	–	Sell	-12	Closed	-$1K	–	642
2020 Q2	$1K	Sell	12 -3	-20%	-$302	﹤0.01%	606
2020 Q1	$1K	Sell	15 -6	-29%	-$666	﹤0.01%	578
2019 Q4	$2K	Buy	21 +19	+950%	+$2.1K	﹤0.01%	570
2019 Q3	$0	Buy	+2	New	+$204	﹤0.01%	659
2018 Q4	–	Sell	-296	Closed	-$24K	–	592
2018 Q3	$24K	Buy	+296	New	+$23.2K	﹤0.01%	268

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Ameritrade Investment Management's FISV Position: Q3 2022 in Review

TD Ameritrade Investment Management sold out of Fiserv Inc (FISV) in Q3 2022, closing a stake of 604 shares — an estimated $54K sold.

TD Ameritrade Investment Management first reported a position in FISV in Q3 2018 and held it in 9 quarters. The position peaked at $109K in Q1 2022. 1,345 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

TD Ameritrade Investment Management reported no remaining Fiserv Inc position as of Q3 2022 after selling out during the quarter.
TD Ameritrade Investment Management sold 604 Fiserv Inc shares in Q3 2022, an estimated $54K.
TD Ameritrade Investment Management first reported a position in Fiserv Inc in Q3 2018 and held it in 9 quarters.
TD Ameritrade Investment Management's Fiserv Inc position peaked at $109K in Q1 2022.
1,345 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.