TWP
FISV

TFO Wealth Partners’s Fiserv Inc FISV Stock Holding History

TFO Wealth Partners’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
Closed -$479 – 301
2024
Q1 		$479 Sell
3
-7
-70% -$1.02K ﹤0.01% 276
2023
Q4 		$1.33K Hold
10
– – ﹤0.01% 166
2023
Q3 		$1.26K Buy
10
+7
+233% +$862 ﹤0.01% 244
2023
Q2 		$378 Hold
3
– – ﹤0.01% 342
2023
Q1 		$339 Sell
3
-12
-80% -$1.32K ﹤0.01% 342
2022
Q4 		$2.25K Buy
+15
New +$1.49K ﹤0.01% 242

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
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

TFO Wealth Partners's FISV Position: Q2 2024 in Review

TFO Wealth Partners sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 3 shares — an estimated $479 sold.

TFO Wealth Partners first reported a position in FISV in Q4 2022 and held it in 6 quarters. The position peaked at $2.25K in Q4 2022. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • TFO Wealth Partners reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Fiserv Inc shares in Q2 2024, an estimated $479.
  • TFO Wealth Partners first reported a position in Fiserv Inc in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Fiserv Inc position peaked at $2.25K in Q4 2022.
  • 1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.