HF
FISV

Halpern Financial’s Fiserv Inc FISV Stock Holding History

Halpern Financial’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
Q2 		– Sell
-202
Closed -$31.9K – 232
2024
Q1 		$31.9K Hold
202
– – 0.01% 112
2023
Q4 		$26.6K Hold
202
– – 0.01% 125
2023
Q3 		$22.8K Buy
202
+154
+321% +$19K 0.01% 119
2023
Q2 		$5.99K Buy
+48
New +$5.65K ﹤0.01% 208

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

Halpern Financial's FISV Position: Q2 2024 in Review

Halpern Financial sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 202 shares — an estimated $31.9K sold.

Halpern Financial first reported a position in FISV in Q2 2023 and held it in 4 quarters. The position peaked at $31.9K in Q1 2024. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Halpern Financial reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 202 Fiserv Inc shares in Q2 2024, an estimated $31.9K.
  • Halpern Financial first reported a position in Fiserv Inc in Q2 2023 and held it in 4 quarters.
  • Halpern Financial's Fiserv Inc position peaked at $31.9K in Q1 2024.
  • 1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.