Good Life Advisors’s Fiserv Inc FISV Stock Holding History

Good Life 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 Q4	–	Sell	-1,592	Closed	-$286K	–	521
2024 Q3	$286K	Buy	+1,592	New	+$263K	0.02%	479

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Good Life Advisors's FISV Position: Q4 2024 in Review

Good Life Advisors sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 1,592 shares — an estimated $286K sold.

Good Life Advisors first reported a position in FISV in Q3 2024 and held it in 1 quarter. The position peaked at $286K in Q3 2024. 1,901 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

Good Life Advisors reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 1,592 Fiserv Inc shares in Q4 2024, an estimated $286K.
Good Life Advisors first reported a position in Fiserv Inc in Q3 2024 and held it in 1 quarter.
Good Life Advisors's Fiserv Inc position peaked at $286K in Q3 2024.
1,901 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.