KPPF
FISV

Klein Pavlis & Peasley Financial’s Fiserv Inc FISV Stock Holding History

Klein Pavlis & Peasley Financial’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
Q1 		– Sell
-5,706
Closed -$758K – 78
2023
Q4 		$758K Buy
+5,706
New +$700K 0.71% 54

Other funds holding FISV

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

Klein Pavlis & Peasley Financial's FISV Position: Q1 2024 in Review

Klein Pavlis & Peasley Financial sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 5,706 shares — an estimated $758K sold.

Klein Pavlis & Peasley Financial first reported a position in FISV in Q4 2023 and held it in 1 quarter. The position peaked at $758K in Q4 2023. 1,645 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Klein Pavlis & Peasley Financial reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 5,706 Fiserv Inc shares in Q1 2024, an estimated $758K.
  • Klein Pavlis & Peasley Financial first reported a position in Fiserv Inc in Q4 2023 and held it in 1 quarter.
  • Klein Pavlis & Peasley Financial's Fiserv Inc position peaked at $758K in Q4 2023.
  • 1,645 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q1 2024, filed 7 May 2024.