BSW
FISV

Buckingham Strategic Wealth’s Fiserv Inc FISV Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$2.46M Sell
16,520
-988
-6% -$150K 0.03% 210
2024
Q1 		$2.8M Buy
17,508
+3,141
+22% +$457K 0.03% 202
2023
Q4 		$1.91M Buy
14,367
+171
+1% +$21K 0.02% 239
2023
Q3 		$1.6M Buy
14,196
+95
+0.7% +$11.7K 0.02% 234
2023
Q2 		$1.78M Sell
14,101
-1,812
-11% -$213K 0.03% 227
2023
Q1 		$1.61M Hold
15,913
– – 0.03% 208
2022
Q4 		$1.61M Sell
15,913
-587
-4% -$58.5K 0.03% 209
2022
Q3 		$1.54M Buy
16,500
+133
+0.8% +$13.6K 0.03% 200
2022
Q2 		$1.46M Buy
16,367
+317
+2% +$30.7K 0.03% 215
2022
Q1 		$1.63M Sell
16,050
-2,580
-14% -$261K 0.03% 207
2021
Q4 		$1.93M Sell
18,630
-1,622
-8% -$168K 0.04% 185
2021
Q3 		$2.2M Sell
20,252
-1,069
-5% -$119K 0.05% 164
2021
Q2 		$2.28M Sell
21,321
-438
-2% -$50.9K 0.06% 157
2021
Q1 		$2.59M Sell
21,759
-309
-1% -$35.5K 0.13% 130
2020
Q4 		$2.51M Buy
22,068
+12,283
+126% +$1.32M 0.13% 128
2020
Q3 		$1.01M Sell
9,785
-642
-6% -$63.9K 0.08% 178
2020
Q2 		$1.02M Sell
10,427
-1,558
-13% -$157K 0.1% 148
2020
Q1 		$1.14M Sell
11,985
-153
-1% -$17K 0.11% 148
2019
Q4 		$1.4M Buy
12,138
+17
+0.1% +$1.88K 0.13% 121
2019
Q3 		$1.26M Buy
12,121
+290
+2% +$29.6K 0.14% 120
2019
Q2 		$1.08M Sell
11,831
-650
-5% -$57K 0.12% 134
2019
Q1 		$1.1M Buy
12,481
+714
+6% +$58.9K 0.14% 127
2018
Q4 		$865K Sell
11,767
-31
-0.3% -$2.4K 0.13% 129
2018
Q3 		$972K Sell
11,798
-398
-3% -$31.2K 0.15% 125
2018
Q2 		$904K Hold
12,196
– – 0.15% 129
2018
Q1 		$870K Hold
12,196
– – 0.17% 123
2017
Q4 		$800K Sell
12,196
-826
-6% -$53.3K 0.17% 122
2017
Q3 		$840K Buy
13,022
+300
+2% +$18.6K 0.2% 111
2017
Q2 		$778K Buy
+12,722
New +$770K 0.18% 113

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's FISV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Fiserv Inc (FISV) stake by 5.6% in Q2 2024, selling an estimated $150K and leaving 16,520 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #210.

Buckingham Strategic Wealth first reported a position in FISV in Q2 2017 and has held it in 29 quarters since. The position peaked at $2.8M in Q1 2024. 1,663 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Buckingham Strategic Wealth held 16,520 shares of Fiserv Inc worth $2.46M as of Q2 2024.
  • Buckingham Strategic Wealth sold 988 Fiserv Inc shares in Q2 2024, an estimated $150K.
  • Fiserv Inc made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #210 holding.
  • Buckingham Strategic Wealth first reported a position in Fiserv Inc in Q2 2017 and has held it in 29 quarters since.
  • Buckingham Strategic Wealth's Fiserv Inc position peaked at $2.8M in Q1 2024.
  • 1,663 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.