Cerity Partners
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Cerity Partners’s Shift4 FOUR Stock Holding History

Cerity Partners’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$527K Buy
5,317
+225
+4% +$22.3K ﹤0.01% 1827
2025
Q1 		$416K Buy
5,092
+463
+10% +$37.8K ﹤0.01% 1864
2024
Q4 		$480K Buy
4,629
+1,218
+36% +$126K ﹤0.01% 1794
2024
Q3 		$302K Buy
+3,411
New +$302K ﹤0.01% 2059