RE Dickinson Investment Advisors’s Fiserv Inc FISV Stock Holding History

RE Dickinson Investment 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	$419K	Hold	204	–	–	0.02%	99
2024 Q3	$36.6K	Hold	204	–	–	0.02%	100
2024 Q2	$30.4K	Hold	204	–	–	0.02%	107
2024 Q1	$33K	Hold	204	–	–	0.02%	100
2023 Q4	$27K	Hold	204	–	–	0.02%	109
2023 Q3	$23K	Hold	204	–	–	0.02%	118
2023 Q2	$25K	Sell	204 -32	-14%	-$3.77K	0.01%	201
2023 Q1	$26K	Buy	236 +32	+16%	+$3.52K	0.01%	198
2022 Q4	$21K	Sell	204 -10	-5%	-$996	0.01%	201
2022 Q3	$19K	Buy	214 +10	+5%	+$1.02K	0.02%	118
2022 Q2	$18	Hold	204	–	–	﹤0.01%	135
2022 Q1	$21K	Hold	204	–	–	0.01%	140
2021 Q4	$21K	Buy	+204	New	+$21.1K	0.02%	135

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return