MCC
FISV

Money Concepts Capital’s Fiserv Inc FISV Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-2,578
Closed -$261K – 1313
2022
Q4 		$261K Buy
2,578
+1,011
+65% +$101K 0.01% 596
2022
Q3 		$147K Buy
1,567
+105
+7% +$10.7K 0.01% 483
2022
Q2 		$135K Sell
1,462
-1,225
-46% -$119K 0.01% 502
2022
Q1 		$272K Buy
+2,687
New +$272K 0.02% 606

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 $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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's FISV Position: Q1 2023 in Review

Money Concepts Capital sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 2,578 shares — an estimated $261K sold.

Money Concepts Capital first reported a position in FISV in Q1 2022 and held it in 4 quarters. The position peaked at $272K in Q1 2022. 1,435 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

  • Money Concepts Capital reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,578 Fiserv Inc shares in Q1 2023, an estimated $261K.
  • Money Concepts Capital first reported a position in Fiserv Inc in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Fiserv Inc position peaked at $272K in Q1 2022.
  • 1,435 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.