ICA Group Wealth Management’s Fiserv Inc FISV Stock Holding History

ICA Group Wealth Management’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	-1,636	Closed	-$261K	–	956
2024 Q1	$261K	Buy	1,636 +180	+12%	+$26.2K	0.05%	239
2023 Q4	$193K	Buy	+1,456	New	+$179K	0.04%	259
2023 Q3	–	Sell	-818	Closed	-$103K	–	554
2023 Q2	$103K	Sell	818 -454	-36%	-$53.4K	0.03%	329
2023 Q1	$144K	Sell	1,272 -645	-34%	-$71K	0.03%	278
2022 Q4	$194K	Sell	1,917 -1,139	-37%	-$113K	0.05%	259
2022 Q3	$286K	Buy	3,056 +447	+17%	+$45.6K	0.06%	269
2022 Q2	$286K	Hold	2,609	–	–	0.05%	297
2022 Q1	$262K	Buy	+2,609	New	+$264K	0.05%	309

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ICA Group Wealth Management's FISV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 1,636 shares — an estimated $261K sold.

ICA Group Wealth Management first reported a position in FISV in Q1 2022 and held it in 8 quarters. The position peaked at $286K in Q3 2022. 1,663 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

ICA Group Wealth Management reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,636 Fiserv Inc shares in Q2 2024, an estimated $261K.
ICA Group Wealth Management first reported a position in Fiserv Inc in Q1 2022 and held it in 8 quarters.
ICA Group Wealth Management's Fiserv Inc position peaked at $286K in Q3 2022.
1,663 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.