B. Riley Wealth Advisors’s Shift4 FOUR Stock Holding History

B. Riley 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
2023 Q1	–	Sell	-3,599	Closed	-$201K	–	1558
2022 Q4	$201K	Buy	+3,599	New	+$170K	0.01%	1269

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

B. Riley Wealth Advisors's FOUR Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Shift4 (FOUR) in Q1 2023, closing a stake of 3,599 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in FOUR in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 291 funds tracked by Wall St. Rank hold FOUR as of Q1 2023.

B. Riley Wealth Advisors reported no remaining Shift4 position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,599 Shift4 shares in Q1 2023, an estimated $201K.
B. Riley Wealth Advisors first reported a position in Shift4 in Q4 2022 and held it in 1 quarter.
B. Riley Wealth Advisors's Shift4 position peaked at $201K in Q4 2022.
291 funds tracked by Wall St. Rank held Shift4 as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.