AP
FISV

Advisors Preferred’s Fiserv Inc FISV Stock Holding History

Advisors Preferred’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 		– Sell
-17,042
Closed -$2.51M – 216
2024
Q2 		$2.51M Buy
+17,042
New +$2.58M 0.43% 49
2021
Q2 		– Sell
-6,458
Closed -$789K – 196
2021
Q1 		$789K Buy
6,458
+18
+0.3% +$2.07K 0.11% 56
2020
Q4 		$721K Buy
+6,440
New +$694K 0.13% 97
2019
Q4 		– Sell
-202
Closed -$21K – 260
2019
Q3 		$21K Buy
+202
New +$20.6K 0.01% 170
2018
Q4 		– Sell
-8,589
Closed -$708K – 147
2018
Q3 		$708K Buy
+8,589
New +$674K 0.32% 31
2017
Q1 		– Sell
-2,766
Closed -$147K – 223
2016
Q4 		$147K Buy
+2,766
New +$142K 0.08% 96

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

Advisors Preferred's FISV Position: Q3 2024 in Review

Advisors Preferred sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 17,042 shares — an estimated $2.51M sold.

Advisors Preferred first reported a position in FISV in Q4 2016 and held it in 6 quarters. The position peaked at $2.51M in Q2 2024. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Advisors Preferred reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Advisors Preferred sold 17,042 Fiserv Inc shares in Q3 2024, an estimated $2.51M.
  • Advisors Preferred first reported a position in Fiserv Inc in Q4 2016 and held it in 6 quarters.
  • Advisors Preferred's Fiserv Inc position peaked at $2.51M in Q2 2024.
  • 1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.