Mason Investment Advisory Services’s Fiserv Inc FISV Stock Holding History

Mason Investment Advisory Services’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 Q1	–	Sell	-2,148	Closed	-$217K	–	72
2022 Q4	$217K	Sell	2,148 -7	-0.3%	-$697	0.02%	84
2022 Q3	$202K	Buy	+2,155	New	+$220K	0.02%	86
2022 Q2	–	Sell	-9,170	Closed	-$930K	–	91
2022 Q1	$930K	Sell	9,170 -7,572	-45%	-$766K	0.08%	52
2021 Q4	$1.74M	Hold	16,742	–	–	0.14%	29
2021 Q3	$1.82M	Hold	16,742	–	–	0.19%	21
2021 Q2	$1.79M	Buy	16,742 +4,444	+36%	+$517K	0.18%	20
2021 Q1	$1.46M	Hold	12,298	–	–	0.15%	25
2020 Q4	$1.4M	Sell	12,298 -130	-1%	-$14K	0.17%	27
2020 Q3	$1.28M	Buy	+12,428	New	+$1.24M	0.18%	23

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Mason Investment Advisory Services's FISV Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 2,148 shares — an estimated $217K sold.

Mason Investment Advisory Services first reported a position in FISV in Q3 2020 and held it in 9 quarters. The position peaked at $1.82M in Q3 2021. 1,435 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

Mason Investment Advisory Services reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
Mason Investment Advisory Services sold 2,148 Fiserv Inc shares in Q1 2023, an estimated $217K.
Mason Investment Advisory Services first reported a position in Fiserv Inc in Q3 2020 and held it in 9 quarters.
Mason Investment Advisory Services's Fiserv Inc position peaked at $1.82M in Q3 2021.
1,435 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.