Crestmont Private Wealth’s Fiserv Inc FISV Stock Holding History

Crestmont Private Wealth’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	-1,228	Closed	-$221K	–	90
2024 Q3	$221K	Buy	+1,228	New	+$203K	0.1%	88

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Crestmont Private Wealth's FISV Position: Q4 2024 in Review

Crestmont Private Wealth sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 1,228 shares — an estimated $221K sold.

Crestmont Private Wealth first reported a position in FISV in Q3 2024 and held it in 1 quarter. The position peaked at $221K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

Crestmont Private Wealth reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
Crestmont Private Wealth sold 1,228 Fiserv Inc shares in Q4 2024, an estimated $221K.
Crestmont Private Wealth first reported a position in Fiserv Inc in Q3 2024 and held it in 1 quarter.
Crestmont Private Wealth's Fiserv Inc position peaked at $221K in Q3 2024.
1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.