Truvvo Partners’s Fiserv Inc FISV Stock Holding History

Truvvo Partners’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 Q1	–	Sell	-1,801	Closed	-$208K	–	43
2019 Q4	$208K	Sell	1,801 -875	-33%	-$96.6K	0.11%	40
2019 Q3	$278K	Buy	+2,676	New	+$273K	0.15%	39

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truvvo Partners's FISV Position: Q1 2020 in Review

Truvvo Partners sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 1,801 shares — an estimated $208K sold.

Truvvo Partners first reported a position in FISV in Q3 2019 and held it in 2 quarters. The position peaked at $278K in Q3 2019. 1,167 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

Truvvo Partners reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
Truvvo Partners sold 1,801 Fiserv Inc shares in Q1 2020, an estimated $208K.
Truvvo Partners first reported a position in Fiserv Inc in Q3 2019 and held it in 2 quarters.
Truvvo Partners's Fiserv Inc position peaked at $278K in Q3 2019.
1,167 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Truvvo Partners's 13F filing for Q1 2020, filed 15 May 2020.