AFS
FISV

Annapolis Financial Services’s Fiserv Inc FISV Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-416
Closed -$55.3K – 400
2023
Q4 		$55.3K Buy
416
+130
+45% +$16K 0.01% 188
2023
Q3 		$32.3K Hold
286
– – 0.01% 220
2023
Q2 		$36.1K Buy
+286
New +$33.7K 0.01% 212
2021
Q4 		– Sell
-115
Closed -$12K – 477
2021
Q3 		$12K Buy
+115
New +$12.8K ﹤0.01% 278

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Annapolis Financial Services's FISV Position: Q1 2024 in Review

Annapolis Financial Services sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 416 shares — an estimated $55.3K sold.

Annapolis Financial Services first reported a position in FISV in Q3 2021 and held it in 4 quarters. The position peaked at $55.3K in Q4 2023. 1,643 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Annapolis Financial Services reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 416 Fiserv Inc shares in Q1 2024, an estimated $55.3K.
  • Annapolis Financial Services first reported a position in Fiserv Inc in Q3 2021 and held it in 4 quarters.
  • Annapolis Financial Services's Fiserv Inc position peaked at $55.3K in Q4 2023.
  • 1,643 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.