The Family Firm’s Fiserv Inc FISV Stock Holding History

The Family Firm’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	-206	Closed	-$30.7K	–	429
2024 Q2	$30.7K	Buy	+206	New	+$31.2K	0.01%	501

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

The Family Firm's FISV Position: Q3 2024 in Review

The Family Firm sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 206 shares — an estimated $30.7K sold.

The Family Firm first reported a position in FISV in Q2 2024 and held it in 1 quarter. The position peaked at $30.7K in Q2 2024. 1,724 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

The Family Firm reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 206 Fiserv Inc shares in Q3 2024, an estimated $30.7K.
The Family Firm first reported a position in Fiserv Inc in Q2 2024 and held it in 1 quarter.
The Family Firm's Fiserv Inc position peaked at $30.7K in Q2 2024.
1,724 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.