AWM
FOUR icon

Avitas Wealth Management’s Shift4 FOUR Stock Holding History

Avitas 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
Q4 		$1.62M Sell
15,563
-97
-0.6% -$9.63K 0.22% 104
2024
Q3 		$1.39M Sell
15,660
-7
-0% -$530 0.2% 121
2024
Q2 		$1.15M Buy
15,667
+5,516
+54% +$366K 0.17% 130
2024
Q1 		$671K Buy
+10,151
New +$764K 0.1% 156

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avitas Wealth Management's FOUR Position: Q4 2024 in Review

Avitas Wealth Management reduced its Shift4 (FOUR) stake by 0.62% in Q4 2024, selling an estimated $9.63K and leaving 15,563 shares worth $1.62M. The position accounts for 0.22% of the portfolio, ranked #104.

Avitas Wealth Management first reported a position in FOUR in Q1 2024 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

  • Avitas Wealth Management held 15,563 shares of Shift4 worth $1.62M as of Q4 2024.
  • Avitas Wealth Management sold 97 Shift4 shares in Q4 2024, an estimated $9.63K.
  • Shift4 made up 0.22% of Avitas Wealth Management's portfolio in Q4 2024, its #104 holding.
  • Avitas Wealth Management first reported a position in Shift4 in Q1 2024 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.