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FISV

WealthStone’s Fiserv Inc FISV Stock Holding History

WealthStone’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
Q1 		$323K Buy
2,716
+138
+5% +$15.8K 0.11% 140
2020
Q4 		$294K Buy
2,578
+112
+5% +$12.1K 0.1% 137
2020
Q3 		$254K Buy
+2,466
New +$246K 0.12% 125
2019
Q3 		– Sell
-1,306
Closed -$119K – 252
2019
Q2 		$119K Buy
+1,306
New +$114K 0.05% 132

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 $5.72T AUM 30.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.9B AUM 3.19% 1-Year Est. Return

WealthStone's FISV Position: Q1 2021 in Review

WealthStone increased its Fiserv Inc (FISV) stake by 5.4% in Q1 2021, buying an estimated $15.8K and bringing the position to 2,716 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #140.

WealthStone first reported a position in FISV in Q2 2019 and has held it in 4 quarters since. 1,332 funds tracked by Wall St. Rank hold FISV as of Q1 2021.

  • WealthStone held 2,716 shares of Fiserv Inc worth $323K as of Q1 2021.
  • WealthStone bought 138 Fiserv Inc shares in Q1 2021, an estimated $15.8K.
  • Fiserv Inc made up 0.11% of WealthStone's portfolio in Q1 2021, its #140 holding.
  • WealthStone first reported a position in Fiserv Inc in Q2 2019 and has held it in 4 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.