FF
FOUR icon

FourThought Financial’s Shift4 FOUR Stock Holding History

FourThought Financial’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
Q3 		$77K Hold
1,718
– – 0.01% 494
2022
Q2 		$57K Buy
1,718
+140
+9% +$6.61K 0.01% 566
2022
Q1 		$98K Buy
1,578
+292
+23% +$15.4K 0.01% 481
2021
Q4 		$74K Buy
1,286
+474
+58% +$30.1K 0.01% 550
2021
Q3 		$62K Buy
812
+26
+3% +$2.24K 0.01% 628
2021
Q2 		$73K Sell
786
-50
-6% -$4.72K 0.01% 587
2021
Q1 		$68K Sell
836
-35
-4% -$2.73K 0.01% 598
2020
Q4 		$65K Buy
+871
New +$52.1K 0.01% 596

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

FourThought Financial's FOUR Position: Q3 2022 in Review

FourThought Financial held its Shift4 (FOUR) position steady in Q3 2022 at 1,718 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #494.

FourThought Financial first reported a position in FOUR in Q4 2020 and has held it in 8 quarters since. The position peaked at $98K in Q1 2022. 210 funds tracked by Wall St. Rank hold FOUR as of Q3 2022.

  • FourThought Financial held 1,718 shares of Shift4 worth $77K as of Q3 2022.
  • FourThought Financial left its Shift4 share count unchanged in Q3 2022.
  • Shift4 made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #494 holding.
  • FourThought Financial first reported a position in Shift4 in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Shift4 position peaked at $98K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Shift4 as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.