Abound Wealth Management’s Shift4 FOUR Stock Holding History

Abound Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15	Closed	-$1.12K	–	1336
2023 Q4	$1.12K	Buy	+15	New	+$895	﹤0.01%	755

Other funds holding FOUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abound Wealth Management's FOUR Position: Q1 2024 in Review

Abound Wealth Management sold out of Shift4 (FOUR) in Q1 2024, closing a stake of 15 shares — an estimated $1.12K sold.

Abound Wealth Management first reported a position in FOUR in Q4 2023 and held it in 1 quarter. The position peaked at $1.12K in Q4 2023. 324 funds tracked by Wall St. Rank hold FOUR as of Q1 2024.

Abound Wealth Management reported no remaining Shift4 position as of Q1 2024 after selling out during the quarter.
Abound Wealth Management sold 15 Shift4 shares in Q1 2024, an estimated $1.12K.
Abound Wealth Management first reported a position in Shift4 in Q4 2023 and held it in 1 quarter.
Abound Wealth Management's Shift4 position peaked at $1.12K in Q4 2023.
324 funds tracked by Wall St. Rank held Shift4 as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.