Matrix Advisors Value Fund FI Holdings History
Matrix Advisors Value Fund's Fiserv Inc Holding Summary
As of 2024-12-31, Matrix Advisors Value Fund held 3,500.00 shares of Fiserv Inc(FI), totaling $718,970.00. This investment constitutes 1.02% of their stock portfolio, and Matrix Advisors Value Fund now holds 0% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2020Q4. And since then Matrix Advisors Value Fund has made 4 purchases of FI, at an average price of $110.11, for a total of 23,200.00 shares. In addition, there have been 8 sales at an average price of $129.34 for 19,700.00 shares. Based on historical transaction data and FI's current price of $175.55, Matrix Advisors Value Fund's estimated gain on his FI holdings is $607,911.50, reflecting a 23.80% gain to date.
Matrix Advisors Value Fund FI ($175.55) Holding Chart
Matrix Advisors Value Fund FI ($175.55) 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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