Capital Performance Advisors’s Shift4 FOUR Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-5	Closed	-$443	–	1072
2024 Q3	$443	Buy	+5	New	+$379	﹤0.01%	2305

Other funds holding FOUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Performance Advisors's FOUR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 5 shares — an estimated $443 sold.

Capital Performance Advisors first reported a position in FOUR in Q3 2024 and held it in 1 quarter. The position peaked at $443 in Q3 2024. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

Capital Performance Advisors reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 5 Shift4 shares in Q4 2024, an estimated $443.
Capital Performance Advisors first reported a position in Shift4 in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Shift4 position peaked at $443 in Q3 2024.
440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.