WW
FISV

Westshore Wealth’s Fiserv Inc FISV Stock Holding History

Westshore Wealth’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
Q4 		$463K Buy
+4,000
New +$442K 0.51% 40

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westshore Wealth's FISV Position: Q4 2019 in Review

Westshore Wealth opened a new position in Fiserv Inc (FISV) in Q4 2019: 4,000 shares worth $463K. The stake represents 0.51% of the portfolio and ranks #40 among its holdings.

1,229 funds tracked by Wall St. Rank hold FISV as of Q4 2019.

  • Westshore Wealth held 4,000 shares of Fiserv Inc worth $463K as of Q4 2019.
  • Fiserv Inc was a new Westshore Wealth position in Q4 2019.
  • Fiserv Inc made up 0.51% of Westshore Wealth's portfolio in Q4 2019, its #40 holding.
  • 1,229 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2019.

Based on Westshore Wealth's 13F filing for Q4 2019, filed 30 Mar 2020.