IFS
FISV

Intelligent Financial Strategies’s Fiserv Inc FISV Stock Holding History

Intelligent Financial 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
2023
Q4 		– Sell
-400
Closed -$45.2K – 83
2023
Q3 		$45.2K Hold
400
– – 0.03% 60
2023
Q2 		$50.5K Hold
400
– – 0.04% 59
2023
Q1 		$45.2K Hold
400
– – 0.04% 66
2022
Q4 		$40.4K Hold
400
– – 0.03% 70
2022
Q3 		$37K Hold
400
– – 0.04% 66
2022
Q2 		$36K Hold
400
– – 0.04% 67
2022
Q1 		$41K Hold
400
– – 0.04% 75
2021
Q4 		$42K Buy
+400
New +$41.4K 0.04% 76

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intelligent Financial Strategies's FISV Position: Q4 2023 in Review

Intelligent Financial Strategies sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 400 shares — an estimated $45.2K sold.

Intelligent Financial Strategies first reported a position in FISV in Q4 2021 and held it in 8 quarters. The position peaked at $50.5K in Q2 2023. 1,590 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • Intelligent Financial Strategies reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
  • Intelligent Financial Strategies sold 400 Fiserv Inc shares in Q4 2023, an estimated $45.2K.
  • Intelligent Financial Strategies first reported a position in Fiserv Inc in Q4 2021 and held it in 8 quarters.
  • Intelligent Financial Strategies's Fiserv Inc position peaked at $50.5K in Q2 2023.
  • 1,590 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Intelligent Financial Strategies's 13F filing for Q4 2023, filed 9 Feb 2024.