SWA
FISV

SOA Wealth Advisors’s Fiserv Inc FISV Stock Holding History

SOA Wealth Advisors’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
2023
Q3 		– Sell
-36
Closed -$4.54K – 943
2023
Q2 		$4.54K Hold
36
– – ﹤0.01% 633
2023
Q1 		$4.07K Hold
36
– – ﹤0.01% 647
2022
Q4 		$3.64K Sell
36
-4
-10% -$398 ﹤0.01% 664
2022
Q3 		$3K Hold
40
– – ﹤0.01% 658
2022
Q2 		$3K Sell
40
-20
-33% -$1.94K ﹤0.01% 638
2022
Q1 		$6K Hold
60
– – ﹤0.01% 659
2021
Q4 		$6K Hold
60
– – ﹤0.01% 636
2021
Q3 		$6K Sell
60
-2
-3% -$223 ﹤0.01% 659
2021
Q2 		$6K Hold
62
– – ﹤0.01% 646
2021
Q1 		$7K Buy
62
+11
+22% +$1.26K ﹤0.01% 575
2020
Q4 		$5K Buy
+51
New +$5.5K ﹤0.01% 607

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's FISV Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 36 shares — an estimated $4.54K sold.

SOA Wealth Advisors first reported a position in FISV in Q4 2020 and held it in 11 quarters. The position peaked at $7K in Q1 2021. 1,488 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 36 Fiserv Inc shares in Q3 2023, an estimated $4.54K.
  • SOA Wealth Advisors first reported a position in Fiserv Inc in Q4 2020 and held it in 11 quarters.
  • SOA Wealth Advisors's Fiserv Inc position peaked at $7K in Q1 2021.
  • 1,488 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.