TSWM
FISV

Tyler-Stone Wealth Management’s Fiserv Inc FISV Stock Holding History

Tyler-Stone 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
Q1 		– Sell
-16
Closed -$2K – 869
2021
Q4 		$2K Buy
+16
New +$1.65K ﹤0.01% 795

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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Tyler-Stone Wealth Management's FISV Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Fiserv Inc (FISV) in Q1 2022, closing a stake of 16 shares — an estimated $2K sold.

Tyler-Stone Wealth Management first reported a position in FISV in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 1,343 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Fiserv Inc position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 16 Fiserv Inc shares in Q1 2022, an estimated $2K.
  • Tyler-Stone Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Fiserv Inc position peaked at $2K in Q4 2021.
  • 1,343 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.