CPA
FISV

Clear Point Advisors’s Fiserv Inc FISV Stock Holding History

Clear Point Advisors’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 		– Sell
-220
Closed -$39.5K – 254
2024
Q3 		$39.5K Hold
220
– – 0.03% 221
2024
Q2 		$32.8K Hold
220
– – 0.03% 224
2024
Q1 		$35.2K Buy
220
+36
+20% +$5.24K 0.03% 228
2023
Q4 		$24.4K Buy
+184
New +$22.6K 0.02% 250

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

Clear Point Advisors's FISV Position: Q4 2024 in Review

Clear Point Advisors sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 220 shares — an estimated $39.5K sold.

Clear Point Advisors first reported a position in FISV in Q4 2023 and held it in 4 quarters. The position peaked at $39.5K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Clear Point Advisors reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 220 Fiserv Inc shares in Q4 2024, an estimated $39.5K.
  • Clear Point Advisors first reported a position in Fiserv Inc in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Fiserv Inc position peaked at $39.5K in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.