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	$41.9K	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	$18K	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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

RE Dickinson Investment Advisors's FISV Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Fiserv Inc (FISV) position steady in Q4 2024 at 204 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #99.

RE Dickinson Investment Advisors first reported a position in FISV in Q4 2021 and has held it in 13 quarters since. 1,904 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

RE Dickinson Investment Advisors held 204 shares of Fiserv Inc worth $41.9K as of Q4 2024.
RE Dickinson Investment Advisors left its Fiserv Inc share count unchanged in Q4 2024.
Fiserv Inc made up 0.02% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #99 holding.
RE Dickinson Investment Advisors first reported a position in Fiserv Inc in Q4 2021 and has held it in 13 quarters since.
1,904 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.