Delap Wealth Advisory’s Fiserv Inc FISV Stock Holding History

Delap Wealth Advisory’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	-1,990	Closed	-$318K	–	186
2024 Q1	$318K	Buy	+1,990	New	+$290K	0.13%	143

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

Delap Wealth Advisory's FISV Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 1,990 shares — an estimated $318K sold.

Delap Wealth Advisory first reported a position in FISV in Q1 2024 and held it in 1 quarter. The position peaked at $318K in Q1 2024. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

Delap Wealth Advisory reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,990 Fiserv Inc shares in Q2 2024, an estimated $318K.
Delap Wealth Advisory first reported a position in Fiserv Inc in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Fiserv Inc position peaked at $318K in Q1 2024.
1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.