WWA
FISV

WCG Wealth Advisors’s Fiserv Inc FISV Stock Holding History

WCG Wealth Advisors’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
-10,880
Closed -$1.45M – 275
2023
Q4 		$1.45M Sell
10,880
-1,351
-11% -$166K 0.11% 166
2023
Q3 		$1.4M Buy
12,231
+996
+9% +$123K 0.1% 164
2023
Q2 		$1.42M Buy
11,235
+422
+4% +$49.7K 0.17% 92
2023
Q1 		$1.22M Buy
10,813
+265
+3% +$29.2K 0.16% 100
2022
Q4 		$1.07M Buy
10,548
+926
+10% +$92.2K 0.15% 104
2022
Q3 		$968K Sell
9,622
-310
-3% -$31.6K 0.13% 128
2022
Q2 		$884K Buy
+9,932
New +$963K 0.12% 131

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCG Wealth Advisors's FISV Position: Q1 2024 in Review

WCG Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 10,880 shares — an estimated $1.45M sold.

WCG Wealth Advisors first reported a position in FISV in Q2 2022 and held it in 7 quarters. The position peaked at $1.45M in Q4 2023. 1,643 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • WCG Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 10,880 Fiserv Inc shares in Q1 2024, an estimated $1.45M.
  • WCG Wealth Advisors first reported a position in Fiserv Inc in Q2 2022 and held it in 7 quarters.
  • WCG Wealth Advisors's Fiserv Inc position peaked at $1.45M in Q4 2023.
  • 1,643 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.