CASC
FISV

Coppell Advisory Solutions Corp’s Fiserv Inc FISV Stock Holding History

Coppell Advisory Solutions Corp’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 		$218K Buy
+1,363
New +$199K 0.04% 245
2023
Q1 		– Sell
-300
Closed -$30.3K – 510
2022
Q4 		$30.3K Buy
+300
New +$29.9K 0.01% 432

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
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

Coppell Advisory Solutions Corp's FISV Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Fiserv Inc (FISV) in Q1 2024: 1,363 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FISV as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in FISV in Q4 2022 and has held it in 2 quarters since. 1,642 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,363 shares of Fiserv Inc worth $218K as of Q1 2024.
  • Fiserv Inc was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Fiserv Inc made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #245 holding.
  • Coppell Advisory Solutions Corp first reported a position in Fiserv Inc in Q4 2022 and has held it in 2 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.