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FISV

Avantax Planning Partners’s Fiserv Inc FISV Stock Holding History

Avantax Planning Partners’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
-7,053
Closed -$1.05M – 455
2024
Q2 		$1.05M Buy
+7,053
New +$1.07M 0.03% 203
2023
Q3 		– Sell
-4,242
Closed -$535K – 374
2023
Q2 		$535K Hold
4,242
– – 0.02% 228
2023
Q1 		$479K Sell
4,242
-755
-15% -$83.1K 0.02% 236
2022
Q4 		$505K Buy
+4,997
New +$498K 0.02% 232
2018
Q4 		– Sell
-108
Closed -$9K – 592
2018
Q3 		$9K Buy
+108
New +$8.48K ﹤0.01% 908
2018
Q2 		– Sell
-244
Closed -$17K – 642
2018
Q1 		$17K Buy
+244
New +$17.2K ﹤0.01% 836

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

Avantax Planning Partners's FISV Position: Q3 2024 in Review

Avantax Planning Partners sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 7,053 shares — an estimated $1.05M sold.

Avantax Planning Partners first reported a position in FISV in Q1 2018 and held it in 6 quarters. The position peaked at $1.05M in Q2 2024. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Avantax Planning Partners reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 7,053 Fiserv Inc shares in Q3 2024, an estimated $1.05M.
  • Avantax Planning Partners first reported a position in Fiserv Inc in Q1 2018 and held it in 6 quarters.
  • Avantax Planning Partners's Fiserv Inc position peaked at $1.05M in Q2 2024.
  • 1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.