Cascadia Advisory Services »

Fiserv shares owned by Cascadia Advisory Services

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Cascadia Advisory Services from 13F filings

Historical chart of Cascadia Advisory Services investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Cascadia Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by Cascadia Advisory Services

Quarter filed Position value Share count Share price at filing
2021-09-30 $2.6M 24k 108.50
2021-06-30 $3.7M 34k 106.90
2021-03-31 $3.7M 31k 119.03
2020-09-30 $2.7M 26k 103.06
2020-06-30 $1.0M 11k 97.61
2019-12-31 $1.2M 11k 115.64

More positions owned by Cascadia Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Lunt Us Factor (FCTR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Barclays 7 10 Yr (IEF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Amazon (AMZN)

View all positions for Cascadia Advisory Services

Top funds holding Fiserv

Vanguard Group
BlackRock
Dodge & Cox
Capital World Investors
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Morgan Stanley
D. E. Shaw & Co
Harris Associates L.P
Northern Trust
Invesco
Massachusetts Financial Services
UBS Group
Ubs Global Asset Management Americas

View all funds holding Fiserv