PWM
FISV

Pinnacle Wealth Management’s Fiserv Inc FISV Stock Holding History

Pinnacle Wealth Management’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
-13,050
Closed -$1.65M – 44
2023
Q2 		$1.65M Buy
+13,050
New +$1.54M 1.66% 26

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 $5.72T AUM 30.48% 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
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

Pinnacle Wealth Management's FISV Position: Q3 2023 in Review

Pinnacle Wealth Management sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 13,050 shares — an estimated $1.65M sold.

Pinnacle Wealth Management first reported a position in FISV in Q2 2023 and held it in 1 quarter. The position peaked at $1.65M in Q2 2023. 1,488 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Pinnacle Wealth Management reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Wealth Management sold 13,050 Fiserv Inc shares in Q3 2023, an estimated $1.65M.
  • Pinnacle Wealth Management first reported a position in Fiserv Inc in Q2 2023 and held it in 1 quarter.
  • Pinnacle Wealth Management's Fiserv Inc position peaked at $1.65M in Q2 2023.
  • 1,488 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Pinnacle Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.