AB Tax-Managed Wealth Appreciation Strategy FI Holdings History
AB Tax-Managed Wealth Appreciation Strategy's Fiserv Inc Holding Summary
As of 2025-02-28, AB PORTFOLIOS held 24,662.00 shares of Fiserv Inc(FI), totaling $5.81 Mil. This investment constitutes 1.06% of their stock portfolio, and AB PORTFOLIOS now holds 0% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2024Q4. And since then AB Tax-Managed Wealth Appreciation Strategy has made 2 purchases of FI, at an average price of $211.03, for a total of 24,662.00 shares. Based on historical transaction data and FI's current price of $140.08, AB Tax-Managed Wealth Appreciation Strategy's estimated gain on his FI holdings is $-1.75 Mil, reflecting a -33.62% gain to date.
AB Tax-Managed Wealth Appreciation Strategy FI ($140.08) Holding Chart
AB Tax-Managed Wealth Appreciation Strategy FI ($140.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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