SWM
FISV

Shelton Wealth Management’s Fiserv Inc FISV Stock Holding History

Shelton 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
Q2 		– Sell
-5,228
Closed -$836K – 146
2024
Q1 		$836K Buy
5,228
+963
+23% +$140K 0.53% 44
2023
Q4 		$567K Buy
+4,265
New +$523K 0.4% 50

Other funds holding FISV

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shelton Wealth Management's FISV Position: Q2 2024 in Review

Shelton Wealth Management sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 5,228 shares — an estimated $836K sold.

Shelton Wealth Management first reported a position in FISV in Q4 2023 and held it in 2 quarters. The position peaked at $836K in Q1 2024. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Shelton Wealth Management reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 5,228 Fiserv Inc shares in Q2 2024, an estimated $836K.
  • Shelton Wealth Management first reported a position in Fiserv Inc in Q4 2023 and held it in 2 quarters.
  • Shelton Wealth Management's Fiserv Inc position peaked at $836K in Q1 2024.
  • 1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Shelton Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.