Avestar Capital’s Shift4 FOUR Stock Holding History

Avestar Capital’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	-9,398	Closed	-$582K	–	332
2022 Q1	$582K	Buy	+9,398	New	+$496K	0.09%	204

Other funds holding FOUR

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Avestar Capital's FOUR Position: Q2 2022 in Review

Avestar Capital sold out of Shift4 (FOUR) in Q2 2022, closing a stake of 9,398 shares — an estimated $582K sold.

Avestar Capital first reported a position in FOUR in Q1 2022 and held it in 1 quarter. The position peaked at $582K in Q1 2022. 207 funds tracked by Wall St. Rank hold FOUR as of Q2 2022.

Avestar Capital reported no remaining Shift4 position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 9,398 Shift4 shares in Q2 2022, an estimated $582K.
Avestar Capital first reported a position in Shift4 in Q1 2022 and held it in 1 quarter.
Avestar Capital's Shift4 position peaked at $582K in Q1 2022.
207 funds tracked by Wall St. Rank held Shift4 as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.