Walled Lake Planning & Wealth Management’s Fiserv Inc FISV Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-238	Closed	-$26K	–	174
2021 Q3	$26K	Hold	238	–	–	0.02%	201
2021 Q2	$25K	Hold	238	–	–	0.02%	194
2021 Q1	$28K	Hold	238	–	–	0.02%	174
2020 Q4	$27K	Hold	238	–	–	0.02%	159
2020 Q3	$25K	Hold	238	–	–	0.02%	161
2020 Q2	$23K	Hold	238	–	–	0.02%	148
2020 Q1	$23K	Hold	238	–	–	0.02%	137
2019 Q4	$28K	Buy	+238	New	+$26.3K	0.02%	144

Other funds holding FISV

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KKRC

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FISV Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 238 shares — an estimated $26K sold.

Walled Lake Planning & Wealth Management first reported a position in FISV in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q1 2021. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 238 Fiserv Inc shares in Q4 2021, an estimated $26K.
Walled Lake Planning & Wealth Management first reported a position in Fiserv Inc in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Fiserv Inc position peaked at $28K in Q1 2021.
1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.