V Wealth Advisors’s Fiserv Inc FISV Stock Holding History

V Wealth Advisors’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
2021 Q1	–	Sell	-1,967	Closed	-$224K	–	429
2020 Q4	$224K	Buy	+1,967	New	+$212K	0.05%	349
2020 Q3	–	Sell	-18,449	Closed	-$1.8M	–	224
2020 Q2	$1.8M	Buy	18,449 +327	+2%	+$32.9K	0.47%	45
2020 Q1	$1.72M	Sell	18,122 -98	-0.5%	-$10.9K	0.54%	37
2019 Q4	$1.89M	Hold	18,220	–	–	0.67%	32
2019 Q3	$1.89M	Buy	+18,220	New	+$1.86M	0.67%	32
2017 Q3	–	Sell	-220	Closed	-$13K	–	376
2017 Q2	$13K	Buy	+220	New	+$13.3K	0.01%	518

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

V Wealth Advisors's FISV Position: Q1 2021 in Review

V Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2021, closing a stake of 1,967 shares — an estimated $224K sold.

V Wealth Advisors first reported a position in FISV in Q2 2017 and held it in 6 quarters. The position peaked at $1.89M in Q4 2019. 1,332 funds tracked by Wall St. Rank hold FISV as of Q1 2021.

V Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2021 after selling out during the quarter.
V Wealth Advisors sold 1,967 Fiserv Inc shares in Q1 2021, an estimated $224K.
V Wealth Advisors first reported a position in Fiserv Inc in Q2 2017 and held it in 6 quarters.
V Wealth Advisors's Fiserv Inc position peaked at $1.89M in Q4 2019.
1,332 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2021.

Based on V Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.