Avitas Wealth Management’s Fiserv Inc FISV Stock Holding History

Avitas Wealth Management’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 Q4	$420K	Sell	2,046 -51	-2%	-$10.4K	0.06%	162
2024 Q3	$377K	Sell	2,097 -165	-7%	-$27.2K	0.05%	174
2024 Q2	$337K	Sell	2,262 -127	-5%	-$19.2K	0.05%	186
2024 Q1	$382K	Sell	2,389 -25	-1%	-$3.64K	0.06%	183
2023 Q4	$321K	Sell	2,414 -15	-0.6%	-$1.84K	0.05%	182
2023 Q3	$274K	Buy	+2,429	New	+$299K	0.05%	190
2019 Q1	–	Sell	-47,647	Closed	-$3.5M	–	165
2018 Q4	$3.5M	Buy	47,647 +124	+0.3%	+$9.59K	1.15%	24
2018 Q3	$3.92M	Buy	47,523 +1,647	+4%	+$129K	1.11%	24
2018 Q2	$3.4M	Buy	+45,876	New	+$3.33M	1.06%	25

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Avitas Wealth Management's FISV Position: Q4 2024 in Review

Avitas Wealth Management reduced its Fiserv Inc (FISV) stake by 2.4% in Q4 2024, selling an estimated $10.4K and leaving 2,046 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #162.

Avitas Wealth Management first reported a position in FISV in Q2 2018 and has held it in 9 quarters since. The position peaked at $3.92M in Q3 2018. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

Avitas Wealth Management held 2,046 shares of Fiserv Inc worth $420K as of Q4 2024.
Avitas Wealth Management sold 51 Fiserv Inc shares in Q4 2024, an estimated $10.4K.
Fiserv Inc made up 0.06% of Avitas Wealth Management's portfolio in Q4 2024, its #162 holding.
Avitas Wealth Management first reported a position in Fiserv Inc in Q2 2018 and has held it in 9 quarters since.
Avitas Wealth Management's Fiserv Inc position peaked at $3.92M in Q3 2018.
1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.