WWP
FISV

WR Wealth Planners’s Fiserv Inc FISV Stock Holding History

WR Wealth Planners’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
Q4 		$853K Buy
4,151
+3,505
+543% +$716K 0.27% 55
2024
Q3 		$116K Buy
646
+3
+0.5% +$495 0.03% 246
2024
Q2 		$95.8K Sell
643
-72
-10% -$10.9K 0.03% 256
2024
Q1 		$114K Buy
+715
New +$104K 0.04% 237
2023
Q4 		– Sell
-703
Closed -$79.4K – 419
2023
Q3 		$79.4K Buy
703
+230
+49% +$28.3K 0.03% 269
2023
Q2 		$59.7K Buy
473
+276
+140% +$32.5K 0.02% 297
2023
Q1 		$22.3K Buy
+197
New +$21.7K 0.01% 415

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

WR Wealth Planners's FISV Position: Q4 2024 in Review

WR Wealth Planners increased its Fiserv Inc (FISV) stake by 543% in Q4 2024, buying an estimated $716K and bringing the position to 4,151 shares worth $853K. The position accounts for 0.27% of the portfolio, ranked #55.

WR Wealth Planners first reported a position in FISV in Q1 2023 and has held it in 7 quarters since. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • WR Wealth Planners held 4,151 shares of Fiserv Inc worth $853K as of Q4 2024.
  • WR Wealth Planners bought 3,505 Fiserv Inc shares in Q4 2024, an estimated $716K.
  • Fiserv Inc made up 0.27% of WR Wealth Planners's portfolio in Q4 2024, its #55 holding.
  • WR Wealth Planners first reported a position in Fiserv Inc in Q1 2023 and has held it in 7 quarters since.
  • 1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.