Impact Partnership Wealth’s Fiserv Inc FISV Stock Holding History

Impact Partnership Wealth’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
2023 Q4	–	Sell	-4	Closed	-$452	–	921
2023 Q3	$452	Buy	+4	New	+$493	﹤0.01%	937

Other funds holding FISV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impact Partnership Wealth's FISV Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 4 shares — an estimated $452 sold.

Impact Partnership Wealth first reported a position in FISV in Q3 2023 and held it in 1 quarter. The position peaked at $452 in Q3 2023. 1,588 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

Impact Partnership Wealth reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 4 Fiserv Inc shares in Q4 2023, an estimated $452.
Impact Partnership Wealth first reported a position in Fiserv Inc in Q3 2023 and held it in 1 quarter.
Impact Partnership Wealth's Fiserv Inc position peaked at $452 in Q3 2023.
1,588 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.