Custom Index Systems’s Fiserv Inc FISV Stock Holding History

Custom Index Systems’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 Q2	–	Sell	-3,193	Closed	-$510K	–	265
2024 Q1	$510K	Buy	+3,193	New	+$465K	0.29%	83

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Custom Index Systems's FISV Position: Q2 2024 in Review

Custom Index Systems sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 3,193 shares — an estimated $510K sold.

Custom Index Systems first reported a position in FISV in Q1 2024 and held it in 1 quarter. The position peaked at $510K in Q1 2024. 1,663 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

Custom Index Systems reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
Custom Index Systems sold 3,193 Fiserv Inc shares in Q2 2024, an estimated $510K.
Custom Index Systems first reported a position in Fiserv Inc in Q1 2024 and held it in 1 quarter.
Custom Index Systems's Fiserv Inc position peaked at $510K in Q1 2024.
1,663 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Custom Index Systems's 13F filing for Q2 2024, filed 6 Aug 2024.