SWS
FISV

SYSTM Wealth Solutions’s Fiserv Inc FISV Stock Holding History

SYSTM Wealth Solutions’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
-20,582
Closed -$3.07M – 286
2024
Q2 		$3.07M Buy
20,582
+5,379
+35% +$814K 0.68% 51
2024
Q1 		$2.43M Buy
15,203
+774
+5% +$113K 0.31% 94
2023
Q4 		$1.92M Sell
14,429
-2,403
-14% -$295K 0.27% 110
2023
Q3 		$1.9M Sell
16,832
-585
-3% -$72K 0.29% 96
2023
Q2 		$2.2M Buy
17,417
+232
+1% +$27.3K 0.3% 89
2023
Q1 		$1.94M Buy
17,185
+465
+3% +$51.2K 0.3% 82
2022
Q4 		$1.69M Buy
+16,720
New +$1.67M 0.21% 134

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SYSTM Wealth Solutions's FISV Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 20,582 shares — an estimated $3.07M sold.

SYSTM Wealth Solutions first reported a position in FISV in Q4 2022 and held it in 7 quarters. The position peaked at $3.07M in Q2 2024. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 20,582 Fiserv Inc shares in Q3 2024, an estimated $3.07M.
  • SYSTM Wealth Solutions first reported a position in Fiserv Inc in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Fiserv Inc position peaked at $3.07M in Q2 2024.
  • 1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.