LTI
FISV

Laffer Tengler Investments’s Fiserv Inc FISV Stock Holding History

Laffer Tengler Investments’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
-59
Closed -$7.84K – 446
2023
Q4 		$7.84K Buy
+59
New +$7.24K ﹤0.01% 281

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
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

Laffer Tengler Investments's FISV Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 59 shares — an estimated $7.84K sold.

Laffer Tengler Investments first reported a position in FISV in Q4 2023 and held it in 1 quarter. The position peaked at $7.84K in Q4 2023. 1,645 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Laffer Tengler Investments reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 59 Fiserv Inc shares in Q1 2024, an estimated $7.84K.
  • Laffer Tengler Investments first reported a position in Fiserv Inc in Q4 2023 and held it in 1 quarter.
  • Laffer Tengler Investments's Fiserv Inc position peaked at $7.84K in Q4 2023.
  • 1,645 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.