AIA
FISV

Alera Investment Advisors’s Fiserv Inc FISV Stock Holding History

Alera Investment Advisors’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 		$362K Buy
2,014
+188
+10% +$31K 0.04% 181
2024
Q2 		$272K Buy
+1,826
New +$276K 0.03% 211
2019
Q2 		– Sell
-202
Closed -$18K – 400
2019
Q1 		$18K Buy
202
+60
+42% +$4.95K 0.01% 316
2018
Q4 		$10K Buy
+142
New +$11K 0.01% 431

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Alera Investment Advisors's FISV Position: Q3 2024 in Review

Alera Investment Advisors increased its Fiserv Inc (FISV) stake by 10% in Q3 2024, buying an estimated $31K and bringing the position to 2,014 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #181.

Alera Investment Advisors first reported a position in FISV in Q4 2018 and has held it in 4 quarters since. 1,724 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Alera Investment Advisors held 2,014 shares of Fiserv Inc worth $362K as of Q3 2024.
  • Alera Investment Advisors bought 188 Fiserv Inc shares in Q3 2024, an estimated $31K.
  • Fiserv Inc made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #181 holding.
  • Alera Investment Advisors first reported a position in Fiserv Inc in Q4 2018 and has held it in 4 quarters since.
  • 1,724 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.