W
FISV

Wealthfront’s Fiserv Inc FISV Stock Holding History

Wealthfront’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
2018
Q3 		$1.36M Buy
16,455
+712
+5% +$55.9K 0.01% 196
2018
Q2 		$1.17M Sell
15,743
-2,789
-15% -$203K 0.01% 222
2018
Q1 		$1.32M Buy
18,532
+988
+6% +$69.5K 0.01% 197
2017
Q4 		$1.15M Buy
17,544
+1,336
+8% +$86.3K 0.01% 203
2017
Q3 		$1.04M Buy
16,208
+1,348
+9% +$83.8K 0.01% 191
2017
Q2 		$909K Buy
14,860
+1,436
+11% +$86.9K 0.01% 165
2017
Q1 		$774K Buy
13,424
+550
+4% +$30.9K 0.01% 158
2016
Q4 		$684K Buy
12,874
+2,018
+19% +$104K 0.02% 150
2016
Q3 		$540K Sell
10,856
-764
-7% -$40.1K 0.01% 170
2016
Q2 		$632K Buy
11,620
+570
+5% +$29.3K 0.02% 138
2016
Q1 		$567K Buy
11,050
+2,006
+22% +$95.1K 0.02% 138
2015
Q4 		$414K Buy
9,044
+74
+0.8% +$3.48K 0.01% 164
2015
Q3 		$388K Buy
8,970
+3,182
+55% +$138K 0.02% 163
2015
Q2 		$240K Buy
5,788
+766
+15% +$30.8K 0.01% 226
2015
Q1 		$199K Buy
5,022
+390
+8% +$14.9K 0.01% 246
2014
Q4 		$164K Buy
4,632
+1,944
+72% +$66.6K 0.01% 263
2014
Q3 		$87K Buy
2,688
+1,488
+124% +$47K 0.01% 307
2014
Q2 		$37K Buy
1,200
+424
+55% +$12.6K ﹤0.01% 416
2014
Q1 		$22K Buy
+776
New +$22.2K ﹤0.01% 414

Other funds holding FISV

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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealthfront's FISV Position: Q3 2018 in Review

Wealthfront increased its Fiserv Inc (FISV) stake by 4.5% in Q3 2018, buying an estimated $55.9K and bringing the position to 16,455 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #196.

Wealthfront first reported a position in FISV in Q1 2014 and has held it in 19 quarters since. 892 funds tracked by Wall St. Rank hold FISV as of Q3 2018.

  • Wealthfront held 16,455 shares of Fiserv Inc worth $1.36M as of Q3 2018.
  • Wealthfront bought 712 Fiserv Inc shares in Q3 2018, an estimated $55.9K.
  • Fiserv Inc made up 0.01% of Wealthfront's portfolio in Q3 2018, its #196 holding.
  • Wealthfront first reported a position in Fiserv Inc in Q1 2014 and has held it in 19 quarters since.
  • 892 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.