WCM
FISV

Wealthcare Capital Management’s Fiserv Inc FISV Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-151
Closed -$18K – 291
2021
Q1 		$18K Buy
+151
New +$17.3K ﹤0.01% 222
2020
Q2 		– Sell
-30
Closed -$3K – 117
2020
Q1 		$3K Sell
30
-18
-38% -$2K ﹤0.01% 206
2019
Q4 		$6K Buy
+48
New +$5.3K ﹤0.01% 234
2015
Q3 		– Sell
-110
Closed -$5K – 297
2015
Q2 		$5K Sell
110
-1,774
-94% -$71.3K ﹤0.01% 257
2015
Q1 		$75K Buy
+1,884
New +$71.8K 0.01% 183

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Wealthcare Capital Management's FISV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 151 shares — an estimated $18K sold.

Wealthcare Capital Management first reported a position in FISV in Q1 2015 and held it in 5 quarters. The position peaked at $75K in Q1 2015. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 151 Fiserv Inc shares in Q2 2021, an estimated $18K.
  • Wealthcare Capital Management first reported a position in Fiserv Inc in Q1 2015 and held it in 5 quarters.
  • Wealthcare Capital Management's Fiserv Inc position peaked at $75K in Q1 2015.
  • 1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.