BCA
FOUR icon

Berman Capital Advisors’s Shift4 FOUR Stock Holding History

Berman Capital 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
2021
Q3 		$4K Buy
+54
New +$4.66K ﹤0.01% 1484

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Berman Capital Advisors's FOUR Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Shift4 (FOUR) in Q3 2021: 54 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1484 among its holdings.

227 funds tracked by Wall St. Rank hold FOUR as of Q3 2021.

  • Berman Capital Advisors held 54 shares of Shift4 worth $4K as of Q3 2021.
  • Shift4 was a new Berman Capital Advisors position in Q3 2021.
  • Shift4 made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1484 holding.
  • 227 funds tracked by Wall St. Rank held Shift4 as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.