GI
FISV

Gradient Investments’s Fiserv Inc FISV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-767
Closed -$114K – 653
2024
Q2 		$114K Buy
767
+94
+14% +$14.2K ﹤0.01% 386
2024
Q1 		$108K Sell
673
-1,962
-74% -$286K ﹤0.01% 350
2023
Q4 		$350K Sell
2,635
-150
-5% -$18.4K 0.01% 291
2023
Q3 		$315K Buy
2,785
+483
+21% +$59.5K 0.01% 273
2023
Q2 		$290K Buy
2,302
+26
+1% +$3.06K 0.01% 291
2023
Q1 		$257K Buy
2,276
+100
+5% +$11K 0.01% 279
2022
Q4 		$220K Buy
2,176
+3
+0.1% +$299 0.01% 288
2022
Q3 		$203K Sell
2,173
-7
-0.3% -$713 0.01% 281
2022
Q2 		$194K Buy
2,180
+1,780
+445% +$173K 0.01% 292
2022
Q1 		$41K Hold
400
– – ﹤0.01% 508
2021
Q4 		$42K Buy
+400
New +$41.4K ﹤0.01% 505
2020
Q1 		– Sell
-8
Closed -$1K – 1131
2019
Q4 		$1K Hold
8
– – ﹤0.01% 1009
2019
Q3 		$1K Sell
8
-6
-43% -$613 ﹤0.01% 996
2019
Q2 		$1K Buy
+14
New +$1.23K ﹤0.01% 941
2019
Q1 		– Sell
-2
Closed – – 905
2018
Q4 		$0 Hold
2
– – ﹤0.01% 965
2018
Q3 		$0 Hold
2
– – ﹤0.01% 998
2018
Q2 		$0 Buy
+2
New +$145 ﹤0.01% 1036
2017
Q3 		– Sell
-16
Closed -$1K – 391
2017
Q2 		$1K Buy
+16
New +$968 ﹤0.01% 728
2014
Q2 		– Sell
-888
Closed -$25K – 523
2014
Q1 		$25K Buy
+888
New +$25.4K 0.01% 258

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gradient Investments's FISV Position: Q3 2024 in Review

Gradient Investments sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 767 shares — an estimated $114K sold.

Gradient Investments first reported a position in FISV in Q1 2014 and held it in 19 quarters. The position peaked at $350K in Q4 2023. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Gradient Investments reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 767 Fiserv Inc shares in Q3 2024, an estimated $114K.
  • Gradient Investments first reported a position in Fiserv Inc in Q1 2014 and held it in 19 quarters.
  • Gradient Investments's Fiserv Inc position peaked at $350K in Q4 2023.
  • 1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.