GMA
FISV

Glassy Mountain Advisors’s Fiserv Inc FISV Stock Holding History

Glassy Mountain 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
2023
Q1 		– Sell
-68
Closed -$6.87K – 88
2022
Q4 		$6.87K Buy
+68
New +$6.77K ﹤0.01% 186

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glassy Mountain Advisors's FISV Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 68 shares — an estimated $6.87K sold.

Glassy Mountain Advisors first reported a position in FISV in Q4 2022 and held it in 1 quarter. The position peaked at $6.87K in Q4 2022. 1,435 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 68 Fiserv Inc shares in Q1 2023, an estimated $6.87K.
  • Glassy Mountain Advisors first reported a position in Fiserv Inc in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's Fiserv Inc position peaked at $6.87K in Q4 2022.
  • 1,435 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.