CWM
FISV

C2C Wealth Management’s Fiserv Inc FISV Stock Holding History

C2C 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
2023
Q4 		– Sell
-10,720
Closed -$1.21M – 140
2023
Q3 		$1.21M Buy
10,720
+20
+0.2% +$2.46K 0.17% 66
2023
Q2 		$1.38M Buy
10,700
+5
+0% +$589 0.18% 60
2023
Q1 		$1.22M Buy
+10,695
New +$1.18M 0.2% 62

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

C2C Wealth Management's FISV Position: Q4 2023 in Review

C2C Wealth Management sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 10,720 shares — an estimated $1.21M sold.

C2C Wealth Management first reported a position in FISV in Q1 2023 and held it in 3 quarters. The position peaked at $1.38M in Q2 2023. 1,588 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • C2C Wealth Management reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 10,720 Fiserv Inc shares in Q4 2023, an estimated $1.21M.
  • C2C Wealth Management first reported a position in Fiserv Inc in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's Fiserv Inc position peaked at $1.38M in Q2 2023.
  • 1,588 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.