GWMIA
FISV

Global Wealth Management Investment Advisory’s Fiserv Inc FISV Stock Holding History

Global Wealth Management Investment Advisory’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
-75
Closed -$9.96K – 246
2023
Q4 		$9.96K Buy
+75
New +$9.2K ﹤0.01% 293
2022
Q1 		– Sell
-170
Closed -$18K – 503
2021
Q4 		$18K Buy
170
+50
+42% +$5.17K 0.01% 265
2021
Q3 		$13K Buy
+120
New +$13.4K ﹤0.01% 292

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Global Wealth Management Investment Advisory's FISV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 75 shares — an estimated $9.96K sold.

Global Wealth Management Investment Advisory first reported a position in FISV in Q3 2021 and held it in 3 quarters. The position peaked at $18K in Q4 2021. 1,645 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 75 Fiserv Inc shares in Q1 2024, an estimated $9.96K.
  • Global Wealth Management Investment Advisory first reported a position in Fiserv Inc in Q3 2021 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Fiserv Inc position peaked at $18K in Q4 2021.
  • 1,645 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.