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
Q2 		– Sell
-20
Closed -$3.22K – 1794
2024
Q1 		$3.22K Buy
+20
New +$2.91K ﹤0.01% 969
2023
Q4 		– Hold
0
– – – 1487
2023
Q3 		– Sell
-126
Closed -$15.5K – 1207
2023
Q2 		$2.86K Buy
126
+13
+12% +$1.53K 0.01% 575
2023
Q1 		$2 Buy
113
+12
+12% +$1.32K ﹤0.01% 994
2022
Q4 		$52 Buy
+101
New +$10.1K ﹤0.01% 1219
2022
Q1 		– Sell
-104
Closed -$10 – 943
2021
Q4 		$10 Buy
+104
New +$10.8K ﹤0.01% 858
2021
Q3 		– Hold
0
– – – 334
2021
Q2 		– Sell
-1
Closed -$116 – 332
2021
Q1 		$175 Buy
+1
New +$115 ﹤0.01% 471
2020
Q2 		– Sell
-273
Closed -$25.8K – 320
2020
Q1 		$25.8K Sell
273
-74
-21% -$8.22K 0.08% 108
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's FISV Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 20 shares — an estimated $3.22K sold.

Financial Gravity Asset Management first reported a position in FISV in Q1 2018 and held it in 14 quarters. The position peaked at $116K in Q4 2019. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 20 Fiserv Inc shares in Q2 2024, an estimated $3.22K.
  • Financial Gravity Asset Management first reported a position in Fiserv Inc in Q1 2018 and held it in 14 quarters.
  • Financial Gravity Asset Management's Fiserv Inc position peaked at $116K in Q4 2019.
  • 1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.