WWMSC
FISV

Wagner Wealth Management (South Carolina)’s Fiserv Inc FISV Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-1,440
Closed -$154K – 671
2021
Q2 		$154K Buy
+1,440
New +$167K 0.11% 147

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FISV Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Fiserv Inc (FISV) in Q3 2021, closing a stake of 1,440 shares — an estimated $154K sold.

Wagner Wealth Management (South Carolina) first reported a position in FISV in Q2 2021 and held it in 1 quarter. The position peaked at $154K in Q2 2021. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Fiserv Inc position as of Q3 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1,440 Fiserv Inc shares in Q3 2021, an estimated $154K.
  • Wagner Wealth Management (South Carolina) first reported a position in Fiserv Inc in Q2 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Fiserv Inc position peaked at $154K in Q2 2021.
  • 1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.