MWC
FISV

MBM Wealth Consultants’s Fiserv Inc FISV Stock Holding History

MBM Wealth Consultants’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
2023
Q2 		– Sell
-637
Closed -$48K – 165
2023
Q1 		$48K Hold
637
– – 0.02% 159
2022
Q4 		$64K Sell
637
-4,963
-89% -$494K 0.03% 150
2022
Q3 		$534K Buy
5,600
+183
+3% +$18.6K 0.26% 46
2022
Q2 		$482K Buy
5,417
+318
+6% +$30.8K 0.24% 51
2022
Q1 		$517K Buy
5,099
+203
+4% +$20.5K 0.21% 62
2021
Q4 		$508K Buy
4,896
+1,540
+46% +$159K 0.21% 62
2021
Q3 		$364K Buy
+3,356
New +$375K 0.17% 76

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

MBM Wealth Consultants's FISV Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Fiserv Inc (FISV) in Q2 2023, closing a stake of 637 shares — an estimated $48K sold.

MBM Wealth Consultants first reported a position in FISV in Q3 2021 and held it in 7 quarters. The position peaked at $534K in Q3 2022. 1,476 funds tracked by Wall St. Rank hold FISV as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Fiserv Inc position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 637 Fiserv Inc shares in Q2 2023, an estimated $48K.
  • MBM Wealth Consultants first reported a position in Fiserv Inc in Q3 2021 and held it in 7 quarters.
  • MBM Wealth Consultants's Fiserv Inc position peaked at $534K in Q3 2022.
  • 1,476 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.