WealthOne’s Fiserv Inc FISV Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-60	Closed	-$4K	–	228
2018 Q4	$4K	Buy	+60	New	+$4.64K	﹤0.01%	493

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WealthOne's FISV Position: Q1 2019 in Review

WealthOne sold out of Fiserv Inc (FISV) in Q1 2019, closing a stake of 60 shares — an estimated $4K sold.

WealthOne first reported a position in FISV in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 982 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

WealthOne reported no remaining Fiserv Inc position as of Q1 2019 after selling out during the quarter.
WealthOne sold 60 Fiserv Inc shares in Q1 2019, an estimated $4K.
WealthOne first reported a position in Fiserv Inc in Q4 2018 and held it in 1 quarter.
WealthOne's Fiserv Inc position peaked at $4K in Q4 2018.
982 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.