Arete Wealth Advisors’s Shift4 FOUR Stock Holding History

Arete Wealth 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
2025 Q1	–	Sell	-2,027	Closed	-$212K	–	744
2024 Q4	$212K	Buy	+2,027	New	+$201K	0.02%	678

Other funds holding FOUR

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

BlackRock New York $5.72T AUM 30.48% 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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Arete Wealth Advisors's FOUR Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Shift4 (FOUR) in Q1 2025, closing a stake of 2,027 shares — an estimated $212K sold.

Arete Wealth Advisors first reported a position in FOUR in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

Arete Wealth Advisors reported no remaining Shift4 position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 2,027 Shift4 shares in Q1 2025, an estimated $212K.
Arete Wealth Advisors first reported a position in Shift4 in Q4 2024 and held it in 1 quarter.
Arete Wealth Advisors's Shift4 position peaked at $212K in Q4 2024.
441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.