BFEC
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Benjamin F. Edwards & Company’s Shift4 FOUR Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$3K Buy
38
+7
+23% +$464 ﹤0.01% 1983
2024
Q1 		$2K Sell
31
-4
-11% -$301 ﹤0.01% 2018
2023
Q4 		$3K Buy
+35
New +$2.09K ﹤0.01% 1943

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Benjamin F. Edwards & Company's FOUR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Shift4 (FOUR) stake by 23% in Q2 2024, buying an estimated $464 and bringing the position to 38 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Benjamin F. Edwards & Company first reported a position in FOUR in Q4 2023 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

  • Benjamin F. Edwards & Company held 38 shares of Shift4 worth $3K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 7 Shift4 shares in Q2 2024, an estimated $464.
  • Shift4 made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1983 holding.
  • Benjamin F. Edwards & Company first reported a position in Shift4 in Q4 2023 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.