FWM
FOUR icon

Focused Wealth Management’s Shift4 FOUR Stock Holding History

Focused Wealth Management’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
Q3 		– Sell
-2,400
Closed -$176K – 257
2024
Q2 		$176K Buy
+2,400
New +$159K 0.03% 182
2023
Q1 		– Sell
-9
Closed -$503 – 1089
2022
Q4 		$503 Buy
+9
New +$425 ﹤0.01% 947
2021
Q4 		– Sell
-600
Closed -$47K – 1025
2021
Q3 		$47K Hold
600
– – 0.01% 390
2021
Q2 		$56K Buy
+600
New +$56.6K 0.01% 359

Other funds holding FOUR

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Focused Wealth Management's FOUR Position: Q3 2024 in Review

Focused Wealth Management sold out of Shift4 (FOUR) in Q3 2024, closing a stake of 2,400 shares — an estimated $176K sold.

Focused Wealth Management first reported a position in FOUR in Q2 2021 and held it in 4 quarters. The position peaked at $176K in Q2 2024. 356 funds tracked by Wall St. Rank hold FOUR as of Q3 2024.

  • Focused Wealth Management reported no remaining Shift4 position as of Q3 2024 after selling out during the quarter.
  • Focused Wealth Management sold 2,400 Shift4 shares in Q3 2024, an estimated $176K.
  • Focused Wealth Management first reported a position in Shift4 in Q2 2021 and held it in 4 quarters.
  • Focused Wealth Management's Shift4 position peaked at $176K in Q2 2024.
  • 356 funds tracked by Wall St. Rank held Shift4 as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.