WESPAC Advisors’s Fiserv Inc FISV Stock Holding History

WESPAC Advisors’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
2022 Q1	–	Sell	-13,522	Closed	-$1.4M	–	116
2021 Q4	$1.4M	Buy	13,522 +547	+4%	+$56.6K	0.94%	43
2021 Q3	$1.41M	Buy	12,975 +7,264	+127%	+$812K	0.87%	40
2021 Q2	$610K	Sell	5,711 -6,122	-52%	-$712K	1.17%	33
2021 Q1	$1.41M	Buy	+11,833	New	+$1.36M	1.05%	29
2020 Q3	–	Sell	-3,878	Closed	-$379K	–	96
2020 Q2	$379K	Buy	+3,878	New	+$391K	0.43%	75
2019 Q4	–	Sell	-5,261	Closed	-$545K	–	105
2019 Q3	$545K	Buy	5,261 +2,054	+64%	+$210K	0.54%	62
2019 Q2	$292K	Sell	3,207 -2,857	-47%	-$250K	0.22%	87
2019 Q1	$531K	Buy	6,064 +2,845	+88%	+$235K	0.37%	73
2018 Q4	$237K	Buy	+3,219	New	+$249K	0.23%	86
2016 Q1	–	Sell	-18,284	Closed	-$836K	–	103
2015 Q4	$836K	Buy	+18,284	New	+$859K	0.97%	48

Other funds holding FISV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

WESPAC Advisors's FISV Position: Q1 2022 in Review

WESPAC Advisors sold out of Fiserv Inc (FISV) in Q1 2022, closing a stake of 13,522 shares — an estimated $1.4M sold.

WESPAC Advisors first reported a position in FISV in Q4 2015 and held it in 10 quarters. The position peaked at $1.41M in Q1 2021. 1,343 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

WESPAC Advisors reported no remaining Fiserv Inc position as of Q1 2022 after selling out during the quarter.
WESPAC Advisors sold 13,522 Fiserv Inc shares in Q1 2022, an estimated $1.4M.
WESPAC Advisors first reported a position in Fiserv Inc in Q4 2015 and held it in 10 quarters.
WESPAC Advisors's Fiserv Inc position peaked at $1.41M in Q1 2021.
1,343 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.