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Fiserv shares owned by Ropes Wealth Advisors

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Ropes Wealth Advisors from 13F filings

Historical chart of Ropes Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $254k 2.2k 112.96
2023-06-30 $241k 1.9k 126.15
2022-12-31 $206k 2.0k 101.07
2021-09-30 $210k 1.9k 108.58
2021-06-30 $227k 2.1k 106.87
2021-03-31 $241k 2.1k 114.98
2020-12-31 $247k 2.2k 114.04
2020-09-30 $240k 2.3k 103.14
2020-06-30 $182k 1.9k 97.74
2020-03-31 $197k 2.1k 95.08
2019-12-31 $356k 3.1k 115.73
2019-09-30 $342k 3.3k 103.60
2019-06-30 $301k 3.3k 91.18
2019-03-31 $488k 5.5k 88.36
2018-12-31 $457k 6.2k 73.44
2018-09-30 $445k 5.4k 82.44
2018-06-30 $437k 5.9k 74.12
2018-03-31 $422k 5.9k 71.28
2017-12-31 $413k 3.1k 131.15
2017-09-30 $438k 3.4k 129.01
2017-06-30 $409k 3.3k 122.31
2017-03-31 $418k 3.6k 115.34
2016-12-31 $384k 3.6k 106.34
2016-09-30 $229k 2.3k 99.52
2016-06-30 $153k 1.4k 109.05
2016-03-31 $25k 245 102.04
2015-12-31 $90k 985 91.37
2015-09-30 $10k 119 84.03