WP
FISV

WealthPLAN Partners’s Fiserv Inc FISV Stock Holding History

WealthPLAN Partners’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
-847
Closed -$107K – 574
2023
Q2 		$107K Sell
847
-1,355
-62% -$160K 0.02% 390
2023
Q1 		$249K Sell
2,202
-374
-15% -$41.1K 0.03% 272
2022
Q4 		$299K Buy
+2,576
New +$257K 0.02% 315
2022
Q1 		$260K Buy
2,651
+355
+15% +$35.9K 0.02% 340
2021
Q4 		$243K Sell
2,296
-200
-8% -$20.7K 0.02% 348
2021
Q3 		$257K Buy
2,496
+37
+2% +$4.13K 0.02% 332
2021
Q2 		$275K Buy
+2,459
New +$286K 0.02% 304

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's FISV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 847 shares — an estimated $107K sold.

WealthPLAN Partners first reported a position in FISV in Q2 2021 and held it in 7 quarters. The position peaked at $299K in Q4 2022. 1,488 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 847 Fiserv Inc shares in Q3 2023, an estimated $107K.
  • WealthPLAN Partners first reported a position in Fiserv Inc in Q2 2021 and held it in 7 quarters.
  • WealthPLAN Partners's Fiserv Inc position peaked at $299K in Q4 2022.
  • 1,488 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.