HGWM
FOUR icon

Harvest Group Wealth Management’s Shift4 FOUR Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-50
Closed -$4K – 271
2020
Q4 		$4K Buy
+50
New +$2.99K ﹤0.01% 271

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Group Wealth Management's FOUR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Shift4 (FOUR) in Q1 2021, closing a stake of 50 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in FOUR in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 201 funds tracked by Wall St. Rank hold FOUR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Shift4 position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 50 Shift4 shares in Q1 2021, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Shift4 in Q4 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Shift4 position peaked at $4K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held Shift4 as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.