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American Portfolios Advisors’s Shift4 FOUR Stock Holding History

American Portfolios Advisors’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
2022
Q2 		– Sell
-59
Closed -$3.65K – 3568
2022
Q1 		$3.65K Buy
59
+9
+18% +$475 ﹤0.01% 3048
2021
Q4 		$2.9K Hold
50
– – ﹤0.01% 3080
2021
Q3 		$3.88K Hold
50
– – ﹤0.01% 2951
2021
Q2 		$4.69K Hold
50
– – ﹤0.01% 2840
2021
Q1 		$4.1K Hold
50
– – ﹤0.01% 2771
2020
Q4 		$3.77K Buy
+50
New +$2.99K ﹤0.01% 2527

Other funds holding FOUR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Portfolios Advisors's FOUR Position: Q2 2022 in Review

American Portfolios Advisors sold out of Shift4 (FOUR) in Q2 2022, closing a stake of 59 shares — an estimated $3.65K sold.

American Portfolios Advisors first reported a position in FOUR in Q4 2020 and held it in 6 quarters. The position peaked at $4.69K in Q2 2021. 207 funds tracked by Wall St. Rank hold FOUR as of Q2 2022.

  • American Portfolios Advisors reported no remaining Shift4 position as of Q2 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 59 Shift4 shares in Q2 2022, an estimated $3.65K.
  • American Portfolios Advisors first reported a position in Shift4 in Q4 2020 and held it in 6 quarters.
  • American Portfolios Advisors's Shift4 position peaked at $4.69K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held Shift4 as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.