FFA
FOUR icon

Founders Financial Alliance’s Shift4 FOUR Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-95
Closed -$5K – 735
2020
Q3 		$5K Buy
+95
New +$4.22K ﹤0.01% 966

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Founders Financial Alliance's FOUR Position: Q4 2020 in Review

Founders Financial Alliance sold out of Shift4 (FOUR) in Q4 2020, closing a stake of 95 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in FOUR in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 190 funds tracked by Wall St. Rank hold FOUR as of Q4 2020.

  • Founders Financial Alliance reported no remaining Shift4 position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 95 Shift4 shares in Q4 2020, an estimated $5K.
  • Founders Financial Alliance first reported a position in Shift4 in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Shift4 position peaked at $5K in Q3 2020.
  • 190 funds tracked by Wall St. Rank held Shift4 as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.