WEG
FISV

World Equity Group’s Fiserv Inc FISV Stock Holding History

World Equity 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
2024
Q3 		– Sell
-3,236
Closed -$482K – 280
2024
Q2 		$482K Hold
3,236
– – 0.14% 156
2024
Q1 		$517K Hold
3,236
– – 0.11% 180
2023
Q4 		$430K Sell
3,236
-846
-21% -$104K 0.09% 208
2023
Q3 		$461K Sell
4,082
-72
-2% -$8.87K 0.1% 212
2023
Q2 		$524K Sell
4,154
-2,723
-40% -$321K 0.15% 172
2023
Q1 		$259K Buy
6,877
+2,485
+57% +$273K 0.04% 412
2022
Q4 		$444K Buy
4,392
+335
+8% +$33.4K 0.11% 193
2022
Q3 		$380K Buy
4,057
+89
+2% +$9.07K 0.1% 203
2022
Q2 		$353K Buy
3,968
+42
+1% +$4.07K 0.09% 231
2022
Q1 		$398K Buy
+3,926
New +$397K 0.09% 244

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

World Equity Group's FISV Position: Q3 2024 in Review

World Equity Group sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 3,236 shares — an estimated $482K sold.

World Equity Group first reported a position in FISV in Q1 2022 and held it in 10 quarters. The position peaked at $524K in Q2 2023. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • World Equity Group reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • World Equity Group sold 3,236 Fiserv Inc shares in Q3 2024, an estimated $482K.
  • World Equity Group first reported a position in Fiserv Inc in Q1 2022 and held it in 10 quarters.
  • World Equity Group's Fiserv Inc position peaked at $524K in Q2 2023.
  • 1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.