9WM
FISV

9258 Wealth Management’s Fiserv Inc FISV Stock Holding History

9258 Wealth Management’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
2024
Q3 		$806K Sell
4,486
-230
-5% -$37.9K 0.12% 142
2024
Q2 		$703K Buy
4,716
+432
+10% +$65.4K 0.11% 157
2024
Q1 		$685K Buy
4,284
+128
+3% +$18.6K 0.11% 160
2023
Q4 		$552K Hold
4,156
– – 0.1% 168
2023
Q3 		$469K Buy
4,156
+259
+7% +$31.9K 0.09% 185
2023
Q2 		$492K Buy
3,897
+561
+17% +$66K 0.09% 187
2023
Q1 		$377K Buy
3,336
+315
+10% +$34.7K 0.08% 219
2022
Q4 		$305K Sell
3,021
-1,067
-26% -$106K 0.07% 250
2022
Q3 		$383K Sell
4,088
-341
-8% -$34.8K 0.1% 195
2022
Q2 		$394K Buy
4,429
+638
+17% +$61.9K 0.1% 208
2022
Q1 		$384K Buy
3,791
+1,100
+41% +$111K 0.09% 232
2021
Q4 		$279K Buy
2,691
+56
+2% +$5.79K 0.06% 302
2021
Q3 		$286K Buy
2,635
+349
+15% +$39K 0.08% 270
2021
Q2 		$244K Buy
+2,286
New +$266K 0.07% 297

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's FISV Position: Q3 2024 in Review

9258 Wealth Management reduced its Fiserv Inc (FISV) stake by 4.9% in Q3 2024, selling an estimated $37.9K and leaving 4,486 shares worth $806K. The position accounts for 0.12% of the portfolio, ranked #142.

9258 Wealth Management first reported a position in FISV in Q2 2021 and has held it in 14 quarters since. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • 9258 Wealth Management held 4,486 shares of Fiserv Inc worth $806K as of Q3 2024.
  • 9258 Wealth Management sold 230 Fiserv Inc shares in Q3 2024, an estimated $37.9K.
  • Fiserv Inc made up 0.12% of 9258 Wealth Management's portfolio in Q3 2024, its #142 holding.
  • 9258 Wealth Management first reported a position in Fiserv Inc in Q2 2021 and has held it in 14 quarters since.
  • 1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.