SWA
FISV

Sutton Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Sutton 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 		$179K Buy
1,583
+36
+2% +$4.43K 0.09% 117
2023
Q2 		$195K Hold
1,547
– – 0.09% 111
2023
Q1 		$175K Sell
1,547
-22
-1% -$2.42K 0.09% 113
2022
Q4 		$159K Buy
1,569
+77
+5% +$7.67K 0.06% 197
2022
Q3 		$140K Sell
1,492
-17
-1% -$1.73K 0.06% 208
2022
Q2 		$134K Buy
1,509
+53
+4% +$5.14K 0.05% 206
2022
Q1 		$148K Sell
1,456
-44
-3% -$4.45K 0.05% 207
2021
Q4 		$156K Sell
1,500
-24
-2% -$2.48K 0.05% 206
2021
Q3 		$165K Buy
1,524
+5
+0.3% +$559 0.06% 193
2021
Q2 		$162K Buy
1,519
+89
+6% +$10.3K 0.06% 199
2021
Q1 		$170K Sell
1,430
-13
-0.9% -$1.49K 0.07% 185
2020
Q4 		$164K Buy
1,443
+13
+0.9% +$1.4K 0.07% 181
2020
Q3 		$147K Hold
1,430
– – 0.07% 172
2020
Q2 		$140K Sell
1,430
-60
-4% -$6.04K 0.07% 174
2020
Q1 		$142K Buy
1,490
+18
+1% +$2K 0.09% 159
2019
Q4 		$170K Hold
1,472
– – 0.09% 168
2019
Q3 		$152K Buy
1,472
+23
+2% +$2.35K 0.09% 170
2019
Q2 		$132K Hold
1,449
– – 0.08% 179
2019
Q1 		$128K Buy
1,449
+21
+1% +$1.73K 0.07% 181
2018
Q4 		$105K Hold
1,428
– – 0.07% 187
2018
Q3 		$118K Hold
1,428
– – 0.08% 181
2018
Q2 		$106K Hold
1,428
– – 0.07% 192
2018
Q1 		$102K Buy
1,428
+1,348
+1,685% +$94.8K 0.07% 196
2017
Q4 		$5.25K Hold
80
– – ﹤0.01% 885
2017
Q3 		$5.16K Hold
80
– – ﹤0.01% 872
2017
Q2 		$4.89K Hold
80
– – ﹤0.01% 878
2017
Q1 		$4.61K Hold
80
– – ﹤0.01% 858
2016
Q4 		$4.25K Hold
80
– – ﹤0.01% 866
2016
Q3 		$3.98K Buy
80
+40
+100% +$2.1K ﹤0.01% 865
2016
Q2 		$2.17K Hold
40
– – ﹤0.01% 878
2016
Q1 		$2.05K Buy
+40
New +$1.9K ﹤0.01% 874

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

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

Sutton Wealth Advisors increased its Fiserv Inc (FISV) stake by 2.3% in Q3 2023, buying an estimated $4.43K and bringing the position to 1,583 shares worth $179K. The position accounts for 0.09% of the portfolio, ranked #117.

Sutton Wealth Advisors first reported a position in FISV in Q1 2016 and has held it in 31 quarters since. The position peaked at $195K in Q2 2023. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Sutton Wealth Advisors held 1,583 shares of Fiserv Inc worth $179K as of Q3 2023.
  • Sutton Wealth Advisors bought 36 Fiserv Inc shares in Q3 2023, an estimated $4.43K.
  • Fiserv Inc made up 0.09% of Sutton Wealth Advisors's portfolio in Q3 2023, its #117 holding.
  • Sutton Wealth Advisors first reported a position in Fiserv Inc in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Fiserv Inc position peaked at $195K in Q2 2023.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.