Retirement Group’s Fiserv Inc FISV Stock Holding History

Retirement 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
2024 Q1	$11.7K	Buy	73 +41	+128%	+$5.97K	﹤0.01%	439
2023 Q4	$4.25K	Buy	32 +12	+60%	+$1.47K	﹤0.01%	548
2023 Q3	$2.26K	Hold	20	–	–	﹤0.01%	573
2023 Q2	$2.52K	Hold	20	–	–	﹤0.01%	597
2023 Q1	$2K	Hold	20	–	–	﹤0.01%	583
2022 Q4	$2K	Buy	+20	New	+$1.99K	﹤0.01%	518
2022 Q3	–	Sell	-38	Closed	-$3K	–	588
2022 Q2	$3K	Buy	38 +19	+100%	+$1.84K	﹤0.01%	585
2022 Q1	$2K	Buy	19 +10	+111%	+$1.01K	﹤0.01%	620
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	655
2021 Q3	$1K	Buy	+9	New	+$1.01K	﹤0.01%	570
2020 Q3	–	Sell	-260	Closed	-$25K	–	675
2020 Q2	$25K	Buy	+260	New	+$26.2K	0.02%	296
2019 Q4	$30K	Buy	+260	New	+$28.7K	0.02%	275

Other funds holding FISV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Group's FISV Position: Q1 2024 in Review

Retirement Group increased its Fiserv Inc (FISV) stake by 128% in Q1 2024, buying an estimated $5.97K and bringing the position to 73 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Retirement Group first reported a position in FISV in Q4 2019 and has held it in 12 quarters since. The position peaked at $30K in Q4 2019. 1,642 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

Retirement Group held 73 shares of Fiserv Inc worth $11.7K as of Q1 2024.
Retirement Group bought 41 Fiserv Inc shares in Q1 2024, an estimated $5.97K.
Fiserv Inc made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #439 holding.
Retirement Group first reported a position in Fiserv Inc in Q4 2019 and has held it in 12 quarters since.
Retirement Group's Fiserv Inc position peaked at $30K in Q4 2019.
1,642 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.