BTWM
FISV

Brass Tax Wealth Management’s Fiserv Inc FISV Stock Holding History

Brass Tax 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
-1,987
Closed -$296K – 213
2024
Q2 		$296K Buy
+1,987
New +$301K 0.06% 138

Other funds holding FISV

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brass Tax Wealth Management's FISV Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 1,987 shares — an estimated $296K sold.

Brass Tax Wealth Management first reported a position in FISV in Q2 2024 and held it in 1 quarter. The position peaked at $296K in Q2 2024. 1,726 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 1,987 Fiserv Inc shares in Q3 2024, an estimated $296K.
  • Brass Tax Wealth Management first reported a position in Fiserv Inc in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's Fiserv Inc position peaked at $296K in Q2 2024.
  • 1,726 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.