WCAMG
FISV

Woodard & Company Asset Management Group’s Fiserv Inc FISV Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-40
Closed -$3K – 89
2018
Q3 		$3K Buy
+40
New +$3.14K ﹤0.01% 221

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Woodard & Company Asset Management Group's FISV Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Fiserv Inc (FISV) in Q4 2018, closing a stake of 40 shares — an estimated $3K sold.

Woodard & Company Asset Management Group first reported a position in FISV in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 912 funds tracked by Wall St. Rank hold FISV as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Fiserv Inc position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 40 Fiserv Inc shares in Q4 2018, an estimated $3K.
  • Woodard & Company Asset Management Group first reported a position in Fiserv Inc in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Fiserv Inc position peaked at $3K in Q3 2018.
  • 912 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.