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Evolution Wealth Advisors’s Shift4 FOUR Stock Holding History

Evolution Wealth 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
2022
Q2 		– Sell
-3,430
Closed -$220K – 122
2022
Q1 		$220K Sell
3,430
-370
-10% -$19.5K 0.05% 107
2021
Q4 		$220 Buy
3,800
+437
+13% +$27.8K 0.03% 123
2021
Q3 		$261K Buy
3,363
+1,745
+108% +$150K 0.06% 88
2021
Q2 		$152K Buy
1,618
+614
+61% +$58K 0.03% 142
2021
Q1 		$82K Buy
+1,004
New +$78.2K 0.02% 160

Other funds holding FOUR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evolution Wealth Advisors's FOUR Position: Q2 2022 in Review

Evolution Wealth Advisors sold out of Shift4 (FOUR) in Q2 2022, closing a stake of 3,430 shares — an estimated $220K sold.

Evolution Wealth Advisors first reported a position in FOUR in Q1 2021 and held it in 5 quarters. The position peaked at $261K in Q3 2021. 207 funds tracked by Wall St. Rank hold FOUR as of Q2 2022.

  • Evolution Wealth Advisors reported no remaining Shift4 position as of Q2 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,430 Shift4 shares in Q2 2022, an estimated $220K.
  • Evolution Wealth Advisors first reported a position in Shift4 in Q1 2021 and held it in 5 quarters.
  • Evolution Wealth Advisors's Shift4 position peaked at $261K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Shift4 as of Q2 2022.

Based on Evolution Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.