PWMG
FISV

Provence Wealth Management Group’s Fiserv Inc FISV Stock Holding History

Provence Wealth Management Group’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
Q4 		$1.86K Hold
14
– – ﹤0.01% 398
2023
Q3 		$1.58K Buy
+14
New +$1.72K ﹤0.01% 410

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Provence Wealth Management Group's FISV Position: Q4 2023 in Review

Provence Wealth Management Group held its Fiserv Inc (FISV) position steady in Q4 2023 at 14 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Provence Wealth Management Group first reported a position in FISV in Q3 2023 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • Provence Wealth Management Group held 14 shares of Fiserv Inc worth $1.86K as of Q4 2023.
  • Provence Wealth Management Group left its Fiserv Inc share count unchanged in Q4 2023.
  • Fiserv Inc made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #398 holding.
  • Provence Wealth Management Group first reported a position in Fiserv Inc in Q3 2023 and has held it in 2 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.