FWM
FISV

Focused Wealth Management’s Fiserv Inc FISV Stock Holding History

Focused Wealth 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
2021
Q2 		– Sell
-4,000
Closed -$11K – 959
2021
Q1 		$11K Buy
+4,000
New +$459K ﹤0.01% 585

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focused Wealth Management's FISV Position: Q1 2024 in Review

Focused Wealth Management sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 50 shares — an estimated $6.64K sold.

Focused Wealth Management first reported a position in FISV in Q1 2021 and held it in 10 quarters. The position peaked at $71K in Q1 2021. 1,643 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Focused Wealth Management reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 50 Fiserv Inc shares in Q1 2024, an estimated $6.64K.
  • Focused Wealth Management first reported a position in Fiserv Inc in Q1 2021 and held it in 10 quarters.
  • Focused Wealth Management's Fiserv Inc position peaked at $71K in Q1 2021.
  • 1,643 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.