Castle Financial & Retirement Planning Associates’s Shift4 FOUR Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$14K	Buy	+280	New	+$17.8K	0.05%	79

Other funds holding FOUR

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's FOUR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Shift4 (FOUR) in Q4 2021: 280 shares worth $14K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings.

228 funds tracked by Wall St. Rank hold FOUR as of Q4 2021.

Castle Financial & Retirement Planning Associates held 280 shares of Shift4 worth $14K as of Q4 2021.
Shift4 was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Shift4 made up 0.05% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #79 holding.
228 funds tracked by Wall St. Rank held Shift4 as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.