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Waypoint Capital Advisors, LLC

SEC CIK
0001905662
Latest filing
Oct 18, 2024

FISV holding history

Fiserv Inc in every 13F filed by Waypoint Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overviewAll 13F holders of FISVFull Q3 2024 holdings

Shares (Q3 2024)
3,118
Value
$560.1K
% of portfolio
0.1%
Quarters held
12
Since Q4 2021
Holdings of FISV by Waypoint Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20243,118$560.1K0.1%+51+1.7%AddedHolders
Q2 20243,067$457.1K0.1%+55+1.8%AddedHolders
Q1 20243,012$481.4K0.1%+12+0.4%AddedHolders
Q4 20233,000$398.5K0.1%00.0%UnchangedHolders
Q3 20233,000$338.9K0.1%−23−0.8%ReducedHolders
Q2 20233,023$381.4K0.1%+23+0.8%AddedHolders
Q1 20233,000$339.1K0.1%00.0%UnchangedHolders
Q4 20223,000$303.2K0.1%00.0%UnchangedHolders
Q3 20223,000$281.0K0.1%−599−16.6%ReducedHolders
Q2 20223,599$320.0K0.1%00.0%UnchangedHolders
Q1 20223,599$365.0K0.2%+599+20.0%AddedHolders
Q4 20213,000$311.0K0.2%–No prior filingHolders