MW
FISV

Milestone Wealth’s Fiserv Inc FISV Stock Holding History

Milestone Wealth’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
2022
Q3 		$12K Hold
124
– – 0.01% 166
2022
Q2 		$11K Hold
124
– – 0.01% 164
2022
Q1 		$13K Hold
124
– – 0.01% 200
2021
Q4 		$13K Buy
+124
New +$12.8K 0.01% 200

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milestone Wealth's FISV Position: Q3 2022 in Review

Milestone Wealth held its Fiserv Inc (FISV) position steady in Q3 2022 at 124 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #166.

Milestone Wealth first reported a position in FISV in Q4 2021 and has held it in 4 quarters since. The position peaked at $13K in Q1 2022. 1,345 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

  • Milestone Wealth held 124 shares of Fiserv Inc worth $12K as of Q3 2022.
  • Milestone Wealth left its Fiserv Inc share count unchanged in Q3 2022.
  • Fiserv Inc made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #166 holding.
  • Milestone Wealth first reported a position in Fiserv Inc in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Fiserv Inc position peaked at $13K in Q1 2022.
  • 1,345 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.