Ruedi Wealth Management’s Fiserv Inc FISV Stock Holding History

Ruedi Wealth Management’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 Q3	–	Sell	-1	Closed	-$149	–	407
2024 Q2	$149	Buy	+1	New	+$151	﹤0.01%	466

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Ruedi Wealth Management's FISV Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 1 share — an estimated $149 sold.

Ruedi Wealth Management first reported a position in FISV in Q2 2024 and held it in 1 quarter. The position peaked at $149 in Q2 2024. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

Ruedi Wealth Management reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
Ruedi Wealth Management sold 1 Fiserv Inc share in Q3 2024, an estimated $149.
Ruedi Wealth Management first reported a position in Fiserv Inc in Q2 2024 and held it in 1 quarter.
Ruedi Wealth Management's Fiserv Inc position peaked at $149 in Q2 2024.
1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.