TWM
FISV

Thrive Wealth Management’s Fiserv Inc FISV Stock Holding History

Thrive Wealth Management’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
-3,289
Closed -$490K – 222
2024
Q2 		$490K Buy
3,289
+26
+0.8% +$3.94K 0.1% 105
2024
Q1 		$521K Sell
3,263
-1,192
-27% -$174K 0.11% 102
2023
Q4 		$592K Sell
4,455
-1,788
-29% -$219K 0.13% 97
2023
Q3 		$705K Sell
6,243
-1,118
-15% -$138K 0.19% 74
2023
Q2 		$929K Sell
7,361
-212
-3% -$25K 0.24% 56
2023
Q1 		$856K Buy
7,573
+1,052
+16% +$116K 0.22% 60
2022
Q4 		$659K Buy
6,521
+565
+9% +$56.3K 0.19% 71
2022
Q3 		$557K Buy
5,956
+2,337
+65% +$238K 0.2% 75
2022
Q2 		$322K Sell
3,619
-858
-19% -$83.2K 0.11% 112
2022
Q1 		$454K Buy
4,477
+791
+21% +$80.1K 0.13% 90
2021
Q4 		$383K Buy
+3,686
New +$381K 0.13% 101

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

Thrive Wealth Management's FISV Position: Q3 2024 in Review

Thrive Wealth Management sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 3,289 shares — an estimated $490K sold.

Thrive Wealth Management first reported a position in FISV in Q4 2021 and held it in 11 quarters. The position peaked at $929K in Q2 2023. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Thrive Wealth Management reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 3,289 Fiserv Inc shares in Q3 2024, an estimated $490K.
  • Thrive Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 11 quarters.
  • Thrive Wealth Management's Fiserv Inc position peaked at $929K in Q2 2023.
  • 1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Thrive Wealth Management's 13F filing for Q3 2024, filed 4 Oct 2024.