Simplicity Wealth’s Fiserv Inc FISV Stock Holding History

Simplicity Wealth’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	-18,397	Closed	-$2.74M	–	740
2024 Q2	$2.74M	Buy	18,397 +673	+4%	+$102K	0.06%	296
2024 Q1	$2.83M	Buy	+17,724	New	+$2.58M	0.07%	280

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

Simplicity Wealth's FISV Position: Q3 2024 in Review

Simplicity Wealth sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 18,397 shares — an estimated $2.74M sold.

Simplicity Wealth first reported a position in FISV in Q1 2024 and held it in 2 quarters. The position peaked at $2.83M in Q1 2024. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

Simplicity Wealth reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 18,397 Fiserv Inc shares in Q3 2024, an estimated $2.74M.
Simplicity Wealth first reported a position in Fiserv Inc in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Fiserv Inc position peaked at $2.83M in Q1 2024.
1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.