C.M. Bidwell & Associates’s Shift4 FOUR Stock Holding History

C.M. Bidwell & Associates’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 Q1	–	Sell	-6	Closed	-$446	–	502
2023 Q4	$446	Sell	6 -634	-99%	-$37.8K	﹤0.01%	453
2023 Q3	$35.4K	Buy	+640	New	+$39K	0.03%	306

Other funds holding FOUR

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

C.M. Bidwell & Associates's FOUR Position: Q1 2024 in Review

C.M. Bidwell & Associates sold out of Shift4 (FOUR) in Q1 2024, closing a stake of 6 shares — an estimated $446 sold.

C.M. Bidwell & Associates first reported a position in FOUR in Q3 2023 and held it in 2 quarters. The position peaked at $35.4K in Q3 2023. 324 funds tracked by Wall St. Rank hold FOUR as of Q1 2024.

C.M. Bidwell & Associates reported no remaining Shift4 position as of Q1 2024 after selling out during the quarter.
C.M. Bidwell & Associates sold 6 Shift4 shares in Q1 2024, an estimated $446.
C.M. Bidwell & Associates first reported a position in Shift4 in Q3 2023 and held it in 2 quarters.
C.M. Bidwell & Associates's Shift4 position peaked at $35.4K in Q3 2023.
324 funds tracked by Wall St. Rank held Shift4 as of Q1 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2024, filed 14 May 2024.