SPWM
FISV

Schrum Private Wealth Management’s Fiserv Inc FISV Stock Holding History

Schrum Private 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
Q4 		– Sell
-1,200
Closed -$216K – 141
2024
Q3 		$216K Buy
+1,200
New +$198K 0.11% 163

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Schrum Private Wealth Management's FISV Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 1,200 shares — an estimated $216K sold.

Schrum Private Wealth Management first reported a position in FISV in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,200 Fiserv Inc shares in Q4 2024, an estimated $216K.
  • Schrum Private Wealth Management first reported a position in Fiserv Inc in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Fiserv Inc position peaked at $216K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.