FGAM
FISV

Financial Gravity Asset Management’s Fiserv Inc FISV Stock Holding History

Financial Gravity Asset Management’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 		– Hold
0
– – – 1165
2023
Q4 		– Hold
0
– – – 1325
2021
Q3 		– Hold
0
– – – 334
2021
Q2 		– Hold
0
– – – 332
2019
Q4 		$116K Buy
347
+55
+19% +$6.07K 0.08% 264
2019
Q3 		$30K Buy
292
+22
+8% +$2.25K 0.03% 381
2019
Q2 		$25K Buy
270
+72
+36% +$6.31K 0.02% 443
2019
Q1 		$18K Buy
+198
New +$16.3K 0.01% 458
2018
Q3 		$17K Buy
217
+28
+15% +$2.2K 0.02% 491
2018
Q2 		$15K Sell
189
-11
-6% -$799 0.01% 510
2018
Q1 		$14K Buy
+200
New +$14.1K 0.01% 541

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's FISV Position: Q1 2024 in Review

Financial Gravity Asset Management held its Fiserv Inc (FISV) position steady in Q1 2024 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Financial Gravity Asset Management first reported a position in FISV in Q1 2018 and has held it in 7 quarters since. The position peaked at $116K in Q4 2019. 1,646 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of Fiserv Inc worth $4 as of Q1 2024.
  • Financial Gravity Asset Management left its Fiserv Inc share count unchanged in Q1 2024.
  • Fiserv Inc made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1165 holding.
  • Financial Gravity Asset Management first reported a position in Fiserv Inc in Q1 2018 and has held it in 7 quarters since.
  • Financial Gravity Asset Management's Fiserv Inc position peaked at $116K in Q4 2019.
  • 1,646 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.