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Baldwin Wealth Partners’s Shift4 FOUR Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-436
Closed -$38.6K – 530
2024
Q3 		$38.6K Buy
436
+191
+78% +$14.5K ﹤0.01% 597
2024
Q2 		$18K Hold
245
– – ﹤0.01% 476
2024
Q1 		$16.2K Hold
245
– – ﹤0.01% 514
2023
Q4 		$18.2K Hold
245
– – ﹤0.01% 510
2023
Q3 		$13.6K Hold
245
– – ﹤0.01% 551
2023
Q2 		$16.6K Hold
245
– – ﹤0.01% 551
2023
Q1 		$18.6K Hold
245
– – ﹤0.01% 552
2022
Q4 		$13.7K Hold
245
– – ﹤0.01% 579
2022
Q3 		$11K Hold
245
– – ﹤0.01% 508
2022
Q2 		$8K Hold
245
– – ﹤0.01% 550
2022
Q1 		$15K Buy
245
+75
+44% +$3.96K ﹤0.01% 502
2021
Q4 		$10K Buy
+170
New +$10.8K ﹤0.01% 504

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

Baldwin Wealth Partners's FOUR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 436 shares — an estimated $38.6K sold.

Baldwin Wealth Partners first reported a position in FOUR in Q4 2021 and held it in 12 quarters. The position peaked at $38.6K in Q3 2024. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 436 Shift4 shares in Q4 2024, an estimated $38.6K.
  • Baldwin Wealth Partners first reported a position in Shift4 in Q4 2021 and held it in 12 quarters.
  • Baldwin Wealth Partners's Shift4 position peaked at $38.6K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.