Creative Financial Designs’s Shift4 FOUR Stock Holding History

Creative Financial Designs’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	–	Sell	-1,385	Closed	-$107K	–	1300
2021 Q3	$107K	Buy	1,385 +32	+2%	+$2.76K	0.02%	431
2021 Q2	$127K	Buy	1,353 +62	+5%	+$5.85K	0.02%	395
2021 Q1	$106K	Sell	1,291 -575	-31%	-$44.8K	0.02%	404
2020 Q4	$141K	Buy	+1,866	New	+$112K	0.03%	312

Other funds holding FOUR

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Financial Designs's FOUR Position: Q4 2021 in Review

Creative Financial Designs sold out of Shift4 (FOUR) in Q4 2021, closing a stake of 1,385 shares — an estimated $107K sold.

Creative Financial Designs first reported a position in FOUR in Q4 2020 and held it in 4 quarters. The position peaked at $141K in Q4 2020. 228 funds tracked by Wall St. Rank hold FOUR as of Q4 2021.

Creative Financial Designs reported no remaining Shift4 position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 1,385 Shift4 shares in Q4 2021, an estimated $107K.
Creative Financial Designs first reported a position in Shift4 in Q4 2020 and held it in 4 quarters.
Creative Financial Designs's Shift4 position peaked at $141K in Q4 2020.
228 funds tracked by Wall St. Rank held Shift4 as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.