MAWCM
FISV

Mine & Arao Wealth Creation & Management’s Fiserv Inc FISV Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q3 		– Sell
-74
Closed -$9.34K – 326
2023
Q2 		$9.34K Buy
+74
New +$8.71K 0.01% 227

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's FISV Position: Q3 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 74 shares — an estimated $9.34K sold.

Mine & Arao Wealth Creation & Management first reported a position in FISV in Q2 2023 and held it in 1 quarter. The position peaked at $9.34K in Q2 2023. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 74 Fiserv Inc shares in Q3 2023, an estimated $9.34K.
  • Mine & Arao Wealth Creation & Management first reported a position in Fiserv Inc in Q2 2023 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Fiserv Inc position peaked at $9.34K in Q2 2023.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q3 2023, filed 16 Nov 2023.