WIM
FISV

WealthPlan Investment Management’s Fiserv Inc FISV Stock Holding History

WealthPlan Investment 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
Q1 		– Sell
-2,576
Closed -$300K – 477
2022
Q4 		$300K Hold
2,576
– – 0.02% 314
2022
Q3 		$259K Buy
+2,576
New +$263K 0.02% 319
2022
Q1 		$260K Buy
+2,651
New +$268K 0.02% 340

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

WealthPlan Investment Management's FISV Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 2,576 shares — an estimated $300K sold.

WealthPlan Investment Management first reported a position in FISV in Q1 2022 and held it in 3 quarters. The position peaked at $300K in Q4 2022. 1,435 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,576 Fiserv Inc shares in Q1 2023, an estimated $300K.
  • WealthPlan Investment Management first reported a position in Fiserv Inc in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Fiserv Inc position peaked at $300K in Q4 2022.
  • 1,435 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.