WQ
FISV

Wealth Quarterback’s Fiserv Inc FISV Stock Holding History

Wealth Quarterback’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 		$9K Hold
80
– – 0.01% 494
2021
Q2 		$9K Buy
+80
New +$9.3K 0.01% 495
2020
Q2 		– Sell
-45
Closed -$4.28K – 330
2020
Q1 		$4.28K Hold
45
– – ﹤0.01% 642
2019
Q4 		$5.2K Buy
+45
New +$4.97K ﹤0.01% 626

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Quarterback's FISV Position: Q3 2021 in Review

Wealth Quarterback held its Fiserv Inc (FISV) position steady in Q3 2021 at 80 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #494.

Wealth Quarterback first reported a position in FISV in Q4 2019 and has held it in 4 quarters since. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • Wealth Quarterback held 80 shares of Fiserv Inc worth $9K as of Q3 2021.
  • Wealth Quarterback left its Fiserv Inc share count unchanged in Q3 2021.
  • Fiserv Inc made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #494 holding.
  • Wealth Quarterback first reported a position in Fiserv Inc in Q4 2019 and has held it in 4 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.