CSWM
FISV

Cassady Schiller Wealth Management’s Fiserv Inc FISV Stock Holding History

Cassady Schiller 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
Q4 		$7.19K Buy
+35
New +$7.14K ﹤0.01% 372
2022
Q1 		– Sell
-3
Closed – – 281
2021
Q4 		$0 Buy
+3
New +$310 ﹤0.01% 583

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Cassady Schiller Wealth Management's FISV Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Fiserv Inc (FISV) in Q4 2024: 35 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in FISV as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in FISV in Q4 2021 and has held it in 2 quarters since. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Cassady Schiller Wealth Management held 35 shares of Fiserv Inc worth $7.19K as of Q4 2024.
  • Fiserv Inc was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Fiserv Inc made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #372 holding.
  • Cassady Schiller Wealth Management first reported a position in Fiserv Inc in Q4 2021 and has held it in 2 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.