NFA
FISV

Northwest Financial Advisors’s Fiserv Inc FISV Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-88
Closed -$15.8K – 248
2024
Q3 		$15.8K Buy
+88
New +$14.5K 0.01% 351
2024
Q1 		– Sell
-88
Closed -$11.7K – 229
2023
Q4 		$11.7K Buy
+88
New +$10.8K 0.01% 361

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northwest Financial Advisors's FISV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 88 shares — an estimated $15.8K sold.

Northwest Financial Advisors first reported a position in FISV in Q4 2023 and held it in 2 quarters. The position peaked at $15.8K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 88 Fiserv Inc shares in Q4 2024, an estimated $15.8K.
  • Northwest Financial Advisors first reported a position in Fiserv Inc in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Fiserv Inc position peaked at $15.8K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.