Bridge Advisory’s Fiserv Inc FISV Stock Holding History

Bridge Advisory’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	-5,206	Closed	-$588K	–	122
2023 Q3	$588K	Buy	5,206 +6	+0.1%	+$739	0.21%	86
2023 Q2	$656K	Hold	5,200	–	–	0.24%	74
2023 Q1	$588K	Hold	5,200	–	–	0.23%	71
2022 Q4	$526K	Hold	5,200	–	–	0.22%	76
2022 Q3	$487K	Hold	5,200	–	–	0.24%	71
2022 Q2	$481K	Hold	5,200	–	–	0.23%	69
2022 Q1	$527K	Hold	5,200	–	–	0.23%	63
2021 Q4	$540K	Buy	+5,200	New	+$538K	0.24%	63

Other funds holding FISV

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Bridge Advisory's FISV Position: Q4 2023 in Review

Bridge Advisory sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 5,206 shares — an estimated $588K sold.

Bridge Advisory first reported a position in FISV in Q4 2021 and held it in 8 quarters. The position peaked at $656K in Q2 2023. 1,587 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

Bridge Advisory reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 5,206 Fiserv Inc shares in Q4 2023, an estimated $588K.
Bridge Advisory first reported a position in Fiserv Inc in Q4 2021 and held it in 8 quarters.
Bridge Advisory's Fiserv Inc position peaked at $656K in Q2 2023.
1,587 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.