TW
FISV

Transform Wealth’s Fiserv Inc FISV Stock Holding History

Transform Wealth’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
Q3 		– Sell
-7,230
Closed -$706K – 220
2020
Q2 		$706K Sell
7,230
-27,190
-79% -$2.74M 0.12% 122
2020
Q1 		$3.27M Buy
34,420
+2,336
+7% +$259K 0.7% 53
2019
Q4 		$3.71M Buy
32,084
+1,024
+3% +$113K 0.59% 66
2019
Q3 		$3.22M Buy
31,060
+18,407
+145% +$1.88M 0.57% 68
2019
Q2 		$1.15M Buy
+12,653
New +$1.11M 0.17% 125

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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Transform Wealth's FISV Position: Q3 2020 in Review

Transform Wealth sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 7,230 shares — an estimated $706K sold.

Transform Wealth first reported a position in FISV in Q2 2019 and held it in 5 quarters. The position peaked at $3.71M in Q4 2019. 1,200 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Transform Wealth reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
  • Transform Wealth sold 7,230 Fiserv Inc shares in Q3 2020, an estimated $706K.
  • Transform Wealth first reported a position in Fiserv Inc in Q2 2019 and held it in 5 quarters.
  • Transform Wealth's Fiserv Inc position peaked at $3.71M in Q4 2019.
  • 1,200 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.