RFA
FISV

Resurgent Financial Advisors’s Fiserv Inc FISV Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-162
Closed -$21.5K – 285
2023
Q4 		$21.5K Buy
+162
New +$19.9K 0.01% 478
2023
Q3 		– Sell
-406
Closed -$51.2K – 499
2023
Q2 		$51.2K Hold
406
– – 0.03% 327
2023
Q1 		$45.9K Sell
406
-324
-44% -$35.6K 0.03% 341
2022
Q4 		$73.8K Buy
+730
New +$72.7K 0.04% 356

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Resurgent Financial Advisors's FISV Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 162 shares — an estimated $21.5K sold.

Resurgent Financial Advisors first reported a position in FISV in Q4 2022 and held it in 4 quarters. The position peaked at $73.8K in Q4 2022. 1,645 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 162 Fiserv Inc shares in Q1 2024, an estimated $21.5K.
  • Resurgent Financial Advisors first reported a position in Fiserv Inc in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Fiserv Inc position peaked at $73.8K in Q4 2022.
  • 1,645 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.