MIA
FISV

Milestone Investment Advisors’s Fiserv Inc FISV Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-872
Closed -$98.5K – 237
2023
Q3 		$98.5K Buy
+872
New +$107K 0.03% 148
2023
Q2 		– Sell
-872
Closed -$98.6K – 232
2023
Q1 		$98.6K Buy
+872
New +$95.9K 0.03% 145

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Milestone Investment Advisors's FISV Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 872 shares — an estimated $98.5K sold.

Milestone Investment Advisors first reported a position in FISV in Q1 2023 and held it in 2 quarters. The position peaked at $98.6K in Q1 2023. 1,590 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 872 Fiserv Inc shares in Q4 2023, an estimated $98.5K.
  • Milestone Investment Advisors first reported a position in Fiserv Inc in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Fiserv Inc position peaked at $98.6K in Q1 2023.
  • 1,590 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.