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Fiserv shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $332k 1.9k 179.65
2024-06-30 $282k 1.9k 149.04
2024-03-31 $297k 1.9k 159.82
2023-12-31 $248k 1.9k 132.84
2023-09-30 $241k 2.1k 112.96
2023-06-30 $271k 2.1k 126.15
2023-03-31 $255k 2.3k 113.03
2022-12-31 $223k 2.2k 101.07
2022-09-30 $229k 2.5k 93.43
2022-06-30 $217k 2.4k 88.86
2022-03-31 $263k 2.6k 101.35
2021-12-31 $213k 2.1k 103.65
2021-09-30 $221k 2.0k 108.49
2021-03-31 $207k 1.7k 119.17