PCMC
FISV

Planning Capital Management Corporation’s Fiserv Inc FISV Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-24
Closed -$3.58K – 838
2024
Q2 		$3.58K Hold
24
– – ﹤0.01% 487
2024
Q1 		$3.84K Hold
24
– – ﹤0.01% 507
2023
Q4 		$3.19K Buy
+24
New +$2.94K ﹤0.01% 526

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Planning Capital Management Corporation's FISV Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 24 shares — an estimated $3.58K sold.

Planning Capital Management Corporation first reported a position in FISV in Q4 2023 and held it in 3 quarters. The position peaked at $3.84K in Q1 2024. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 24 Fiserv Inc shares in Q3 2024, an estimated $3.58K.
  • Planning Capital Management Corporation first reported a position in Fiserv Inc in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Fiserv Inc position peaked at $3.84K in Q1 2024.
  • 1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.