TL
FISV

TrueWealth LLC’s Fiserv Inc FISV Stock Holding History

TrueWealth LLC’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
Q2 		$19K Hold
199
– – 0.01% 381
2020
Q1 		$19K Sell
199
-50
-20% -$5.55K 0.01% 365
2019
Q4 		$29K Hold
249
– – 0.01% 334
2019
Q3 		$26K Buy
249
+103
+71% +$10.5K 0.01% 340
2019
Q2 		$13K Hold
146
– – 0.01% 427
2019
Q1 		$13K Hold
146
– – 0.01% 422
2018
Q4 		$11K Hold
146
– – 0.01% 427
2018
Q3 		$12K Hold
146
– – 0.01% 455
2018
Q2 		$11K Hold
146
– – 0.01% 469
2018
Q1 		$10K Hold
146
– – 0.01% 452
2017
Q4 		$10K Buy
+146
New +$9.43K ﹤0.01% 506

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrueWealth LLC's FISV Position: Q2 2020 in Review

TrueWealth LLC held its Fiserv Inc (FISV) position steady in Q2 2020 at 199 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #381.

TrueWealth LLC first reported a position in FISV in Q4 2017 and has held it in 11 quarters since. The position peaked at $29K in Q4 2019. 1,217 funds tracked by Wall St. Rank hold FISV as of Q2 2020.

  • TrueWealth LLC held 199 shares of Fiserv Inc worth $19K as of Q2 2020.
  • TrueWealth LLC left its Fiserv Inc share count unchanged in Q2 2020.
  • Fiserv Inc made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #381 holding.
  • TrueWealth LLC first reported a position in Fiserv Inc in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Fiserv Inc position peaked at $29K in Q4 2019.
  • 1,217 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.