HGERS
FISV

Householder Group Estate & Retirement Specialist’s Fiserv Inc FISV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-59
Closed -$10K – 759
2024
Q3 		$10K Buy
59
+28
+90% +$4.62K ﹤0.01% 808
2024
Q2 		$4K Hold
31
– – ﹤0.01% 962
2024
Q1 		$4.95K Sell
31
-20
-39% -$2.91K ﹤0.01% 931
2023
Q4 		$6K Hold
51
– – ﹤0.01% 859
2023
Q3 		$5.76K Buy
+51
New +$6.28K ﹤0.01% 906
2023
Q1 		$6K Buy
+51
New +$5.61K ﹤0.01% 910
2022
Q4 		– Sell
-123
Closed -$11K – 567
2022
Q3 		$11K Buy
+123
New +$12.5K ﹤0.01% 703

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FISV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 59 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in FISV in Q3 2022 and held it in 7 quarters. The position peaked at $11K in Q3 2022. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 59 Fiserv Inc shares in Q4 2024, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in Fiserv Inc in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Fiserv Inc position peaked at $11K in Q3 2022.
  • 1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.