SIA
FISV

Strategic Investment Advisors’s Fiserv Inc FISV Stock Holding History

Strategic Investment 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
2024
Q2 		– Sell
-3,901
Closed -$623K – 239
2024
Q1 		$623K Sell
3,901
-1,610
-29% -$234K 0.08% 156
2023
Q4 		$732K Sell
5,511
-474
-8% -$58.2K 0.11% 126
2023
Q3 		$676K Sell
5,985
-79
-1% -$9.73K 0.11% 142
2023
Q2 		$765K Sell
6,064
-173
-3% -$20.4K 0.11% 101
2023
Q1 		$705K Sell
6,237
-1,224
-16% -$135K 0.13% 125
2022
Q4 		$754K Buy
7,461
+655
+10% +$65.2K 0.16% 112
2022
Q3 		$637K Buy
+6,806
New +$694K 0.14% 111

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Strategic Investment Advisors's FISV Position: Q2 2024 in Review

Strategic Investment Advisors sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 3,901 shares — an estimated $623K sold.

Strategic Investment Advisors first reported a position in FISV in Q3 2022 and held it in 7 quarters. The position peaked at $765K in Q2 2023. 1,666 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Strategic Investment Advisors reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • Strategic Investment Advisors sold 3,901 Fiserv Inc shares in Q2 2024, an estimated $623K.
  • Strategic Investment Advisors first reported a position in Fiserv Inc in Q3 2022 and held it in 7 quarters.
  • Strategic Investment Advisors's Fiserv Inc position peaked at $765K in Q2 2023.
  • 1,666 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Strategic Investment Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.