IBEX Wealth Advisors’s Fiserv Inc FISV Stock Holding History

IBEX Wealth 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
2019 Q3	–	Sell	-60	Closed	-$10K	–	174
2019 Q2	$10K	Buy	+60	New	+$5.26K	﹤0.01%	323

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

IBEX Wealth Advisors's FISV Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 152 shares — an estimated $22.7K sold.

IBEX Wealth Advisors first reported a position in FISV in Q3 2016 and held it in 18 quarters. The position peaked at $3.56M in Q4 2019. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

IBEX Wealth Advisors reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 152 Fiserv Inc shares in Q3 2024, an estimated $22.7K.
IBEX Wealth Advisors first reported a position in Fiserv Inc in Q3 2016 and held it in 18 quarters.
IBEX Wealth Advisors's Fiserv Inc position peaked at $3.56M in Q4 2019.
1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.