Accurate Wealth Management’s Shift4 FOUR Stock Holding History

Accurate 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
2023 Q1	–	Sell	-55	Closed	-$3.31K	–	674
2022 Q4	$3.31K	Buy	+55	New	+$2.6K	﹤0.01%	1093

Other funds holding FOUR

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

Accurate Wealth Management's FOUR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Shift4 (FOUR) in Q1 2023, closing a stake of 55 shares — an estimated $3.31K sold.

Accurate Wealth Management first reported a position in FOUR in Q4 2022 and held it in 1 quarter. The position peaked at $3.31K in Q4 2022. 291 funds tracked by Wall St. Rank hold FOUR as of Q1 2023.

Accurate Wealth Management reported no remaining Shift4 position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 55 Shift4 shares in Q1 2023, an estimated $3.31K.
Accurate Wealth Management first reported a position in Shift4 in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Shift4 position peaked at $3.31K in Q4 2022.
291 funds tracked by Wall St. Rank held Shift4 as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.