AWA
FISV

Artemis Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Artemis Wealth 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
2023
Q4 		– Sell
-208
Closed -$23.5K – 42
2023
Q3 		$23.5K Hold
208
– – ﹤0.01% 57
2023
Q2 		$26.2K Hold
208
– – ﹤0.01% 56
2023
Q1 		$23.5K Sell
208
-7
-3% -$770 0.01% 48
2022
Q4 		$21.7K Sell
215
-561
-72% -$55.9K 0.01% 58
2022
Q3 		$72.6K Hold
776
– – 0.02% 42
2022
Q2 		$69K Buy
+776
New +$75.3K 0.02% 59

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artemis Wealth Advisors's FISV Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 208 shares — an estimated $23.5K sold.

Artemis Wealth Advisors first reported a position in FISV in Q2 2022 and held it in 6 quarters. The position peaked at $72.6K in Q3 2022. 1,587 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 208 Fiserv Inc shares in Q4 2023, an estimated $23.5K.
  • Artemis Wealth Advisors first reported a position in Fiserv Inc in Q2 2022 and held it in 6 quarters.
  • Artemis Wealth Advisors's Fiserv Inc position peaked at $72.6K in Q3 2022.
  • 1,587 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.