Truepoint Inc’s Fiserv Inc FISV Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-1,863	Closed	-$247K	–	168
2023 Q4	$247K	Buy	+1,863	New	+$229K	0.01%	201

Other funds holding FISV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Truepoint Inc's FISV Position: Q1 2024 in Review

Truepoint Inc sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 1,863 shares — an estimated $247K sold.

Truepoint Inc first reported a position in FISV in Q4 2023 and held it in 1 quarter. The position peaked at $247K in Q4 2023. 1,642 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

Truepoint Inc reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 1,863 Fiserv Inc shares in Q1 2024, an estimated $247K.
Truepoint Inc first reported a position in Fiserv Inc in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Fiserv Inc position peaked at $247K in Q4 2023.
1,642 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.