JWM
FISV

Janiczek Wealth Management’s Fiserv Inc FISV Stock Holding History

Janiczek 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 		$13.6K Buy
91
+30
+49% +$4.54K ﹤0.01% 620
2024
Q1 		$9.75K Hold
61
– – ﹤0.01% 687
2023
Q4 		$8.1K Buy
61
+44
+259% +$5.4K ﹤0.01% 698
2023
Q3 		$1.92K Hold
17
– – ﹤0.01% 840
2023
Q2 		$2.15K Hold
17
– – ﹤0.01% 764
2023
Q1 		$1.97K Hold
17
– – ﹤0.01% 772
2022
Q4 		$1.74K Buy
17
+14
+467% +$1.39K ﹤0.01% 793
2022
Q3 		$0 Hold
3
– – ﹤0.01% 964
2022
Q2 		$0 Sell
3
-27
-90% -$2.62K ﹤0.01% 988
2022
Q1 		$3K Sell
30
-138
-82% -$14K ﹤0.01% 729
2021
Q4 		$17K Sell
168
-31
-16% -$3.21K 0.01% 500
2021
Q3 		$22K Buy
199
+31
+18% +$3.46K 0.01% 440
2021
Q2 		$18K Sell
168
-19
-10% -$2.21K 0.01% 451
2021
Q1 		$22K Buy
187
+4
+2% +$459 0.01% 383
2020
Q4 		$21K Buy
183
+120
+190% +$12.9K 0.01% 341
2020
Q3 		$6K Buy
63
+34
+117% +$3.39K ﹤0.01% 309
2020
Q2 		$3K Buy
+29
New +$2.92K ﹤0.01% 238

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Janiczek Wealth Management's FISV Position: Q2 2024 in Review

Janiczek Wealth Management increased its Fiserv Inc (FISV) stake by 49% in Q2 2024, buying an estimated $4.54K and bringing the position to 91 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Janiczek Wealth Management first reported a position in FISV in Q2 2020 and has held it in 17 quarters since. The position peaked at $22K in Q3 2021. 1,663 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Janiczek Wealth Management held 91 shares of Fiserv Inc worth $13.6K as of Q2 2024.
  • Janiczek Wealth Management bought 30 Fiserv Inc shares in Q2 2024, an estimated $4.54K.
  • Fiserv Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #620 holding.
  • Janiczek Wealth Management first reported a position in Fiserv Inc in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Fiserv Inc position peaked at $22K in Q3 2021.
  • 1,663 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.