GWA
FISV

GGM Wealth Advisors’s Fiserv Inc FISV Stock Holding History

GGM Wealth Advisors’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 		– Sell
-10,285
Closed -$1.45M – 138
2023
Q4 		$1.45M Hold
10,285
– – 0.6% 40
2023
Q3 		$1.16M Hold
10,285
– – 0.5% 42
2023
Q2 		$1.31M Hold
10,285
– – 0.53% 40
2023
Q1 		$1.16M Hold
10,285
– – 0.66% 34
2022
Q4 		$1.05M Hold
10,285
– – 0.54% 41
2022
Q3 		$1.03M Hold
10,285
– – 0.56% 39
2022
Q2 		$952K Hold
10,285
– – 0.53% 40
2022
Q1 		$1.05M Buy
+10,285
New +$1.04M 0.53% 43

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

GGM Wealth Advisors's FISV Position: Q1 2024 in Review

GGM Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 10,285 shares — an estimated $1.45M sold.

GGM Wealth Advisors first reported a position in FISV in Q1 2022 and held it in 8 quarters. The position peaked at $1.45M in Q4 2023. 1,643 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • GGM Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 10,285 Fiserv Inc shares in Q1 2024, an estimated $1.45M.
  • GGM Wealth Advisors first reported a position in Fiserv Inc in Q1 2022 and held it in 8 quarters.
  • GGM Wealth Advisors's Fiserv Inc position peaked at $1.45M in Q4 2023.
  • 1,643 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on GGM Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.