PIAS
FISV

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

PCA 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
Q3 		– Sell
-212
Closed -$26.7K – 212
2023
Q2 		$26.7K Buy
+212
New +$25K 0.02% 319

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA Investment Advisory Services's FISV Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 212 shares — an estimated $26.7K sold.

PCA Investment Advisory Services first reported a position in FISV in Q2 2023 and held it in 1 quarter. The position peaked at $26.7K in Q2 2023. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 212 Fiserv Inc shares in Q3 2023, an estimated $26.7K.
  • PCA Investment Advisory Services first reported a position in Fiserv Inc in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Fiserv Inc position peaked at $26.7K in Q2 2023.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.