IWS
FISV

Insight Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Insight Wealth Strategies’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
-17,924
Closed -$2.86M – 162
2024
Q1 		$2.86M Sell
17,924
-1,467
-8% -$214K 0.42% 55
2023
Q4 		$2.58M Buy
19,391
+12,142
+167% +$1.49M 0.42% 43
2023
Q3 		$819K Buy
+7,249
New +$893K 0.16% 102

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Insight Wealth Strategies's FISV Position: Q2 2024 in Review

Insight Wealth Strategies sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 17,924 shares — an estimated $2.86M sold.

Insight Wealth Strategies first reported a position in FISV in Q3 2023 and held it in 3 quarters. The position peaked at $2.86M in Q1 2024. 1,666 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Insight Wealth Strategies reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 17,924 Fiserv Inc shares in Q2 2024, an estimated $2.86M.
  • Insight Wealth Strategies first reported a position in Fiserv Inc in Q3 2023 and held it in 3 quarters.
  • Insight Wealth Strategies's Fiserv Inc position peaked at $2.86M in Q1 2024.
  • 1,666 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Insight Wealth Strategies's 13F filing for Q2 2024, filed 8 Jul 2024.