WIC
FISV

Woodmont Investment Counsel’s Fiserv Inc FISV Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-2,104
Closed -$336K – 267
2024
Q1 		$336K Buy
+2,104
New +$306K 0.03% 208

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Woodmont Investment Counsel's FISV Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 2,104 shares — an estimated $336K sold.

Woodmont Investment Counsel first reported a position in FISV in Q1 2024 and held it in 1 quarter. The position peaked at $336K in Q1 2024. 1,666 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 2,104 Fiserv Inc shares in Q2 2024, an estimated $336K.
  • Woodmont Investment Counsel first reported a position in Fiserv Inc in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Fiserv Inc position peaked at $336K in Q1 2024.
  • 1,666 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.