CIR
FISV

Clear Investment Research’s Fiserv Inc FISV Stock Holding History

Clear Investment Research’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
Q1 		– Sell
-55
Closed -$7.31K – 234
2023
Q4 		$7.31K Buy
+55
New +$6.75K 0.01% 191

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Investment Research's FISV Position: Q1 2024 in Review

Clear Investment Research sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 55 shares — an estimated $7.31K sold.

Clear Investment Research first reported a position in FISV in Q4 2023 and held it in 1 quarter. The position peaked at $7.31K in Q4 2023. 1,645 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Clear Investment Research reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 55 Fiserv Inc shares in Q1 2024, an estimated $7.31K.
  • Clear Investment Research first reported a position in Fiserv Inc in Q4 2023 and held it in 1 quarter.
  • Clear Investment Research's Fiserv Inc position peaked at $7.31K in Q4 2023.
  • 1,645 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.