BWM
FISV

Baron Wealth Management’s Fiserv Inc FISV Stock Holding History

Baron 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
Q3 		– Sell
-1,447
Closed -$216K – 212
2024
Q2 		$216K Sell
1,447
-551
-28% -$83.4K 0.11% 157
2024
Q1 		$319K Sell
1,998
-117
-6% -$17K 0.17% 109
2023
Q4 		$281K Buy
2,115
+6
+0.3% +$736 0.15% 119
2023
Q3 		$238K Hold
2,109
– – 0.15% 117
2023
Q2 		$266K Buy
2,109
+89
+4% +$10.5K 0.17% 103
2023
Q1 		$228K Sell
2,020
-798
-28% -$87.8K 0.16% 114
2022
Q4 		$285K Buy
+2,818
New +$281K 0.22% 84

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

Baron Wealth Management's FISV Position: Q3 2024 in Review

Baron Wealth Management sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 1,447 shares — an estimated $216K sold.

Baron Wealth Management first reported a position in FISV in Q4 2022 and held it in 7 quarters. The position peaked at $319K in Q1 2024. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Baron Wealth Management reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Baron Wealth Management sold 1,447 Fiserv Inc shares in Q3 2024, an estimated $216K.
  • Baron Wealth Management first reported a position in Fiserv Inc in Q4 2022 and held it in 7 quarters.
  • Baron Wealth Management's Fiserv Inc position peaked at $319K in Q1 2024.
  • 1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Baron Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.