WTG
FISV

West Tower Group’s Fiserv Inc FISV Stock Holding History

West Tower Group’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
2023
Q4 		– Sell
-848
Closed -$95.8K – 601
2023
Q3 		$95.8K Buy
+848
New +$104K 0.05% 104
2023
Q1 		– Sell
-19,510
Closed -$1.97M – 54
2022
Q4 		$1.97M Buy
+19,510
New +$1.94M 5.38% 7

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Tower Group's FISV Position: Q4 2023 in Review

West Tower Group sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 848 shares — an estimated $95.8K sold.

West Tower Group first reported a position in FISV in Q4 2022 and held it in 2 quarters. The position peaked at $1.97M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • West Tower Group reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
  • West Tower Group sold 848 Fiserv Inc shares in Q4 2023, an estimated $95.8K.
  • West Tower Group first reported a position in Fiserv Inc in Q4 2022 and held it in 2 quarters.
  • West Tower Group's Fiserv Inc position peaked at $1.97M in Q4 2022.
  • 1,587 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.