TVWM
FISV

Tower View Wealth Management’s Fiserv Inc FISV Stock Holding History

Tower View 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
2022
Q3 		– Sell
-180
Closed -$16K – 169
2022
Q2 		$16K Buy
+180
New +$17.5K 0.01% 103
2022
Q1 		– Sell
-84
Closed -$9K – 187
2021
Q4 		$9K Hold
84
– – ﹤0.01% 158
2021
Q3 		$9K Hold
84
– – 0.01% 185
2021
Q2 		$9K Hold
84
– – ﹤0.01% 136
2021
Q1 		$10K Hold
84
– – 0.01% 132
2020
Q4 		$10K Hold
84
– – 0.01% 130
2020
Q3 		$9K Hold
84
– – 0.01% 112
2020
Q2 		$8K Buy
+84
New +$8.46K 0.01% 110

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tower View Wealth Management's FISV Position: Q3 2022 in Review

Tower View Wealth Management sold out of Fiserv Inc (FISV) in Q3 2022, closing a stake of 180 shares — an estimated $16K sold.

Tower View Wealth Management first reported a position in FISV in Q2 2020 and held it in 8 quarters. The position peaked at $16K in Q2 2022. 1,344 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

  • Tower View Wealth Management reported no remaining Fiserv Inc position as of Q3 2022 after selling out during the quarter.
  • Tower View Wealth Management sold 180 Fiserv Inc shares in Q3 2022, an estimated $16K.
  • Tower View Wealth Management first reported a position in Fiserv Inc in Q2 2020 and held it in 8 quarters.
  • Tower View Wealth Management's Fiserv Inc position peaked at $16K in Q2 2022.
  • 1,344 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on Tower View Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.