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Laidlaw Wealth Management’s Shift4 FOUR Stock Holding History

Laidlaw 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
-4,100
Closed -$309K – 265
2020
Q4 		$309K Sell
4,100
-150
-4% -$8.97K 0.07% 259
2020
Q3 		$206K Buy
+4,250
New +$189K 0.09% 192

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

Laidlaw Wealth Management's FOUR Position: Q1 2021 in Review

Laidlaw Wealth Management sold out of Shift4 (FOUR) in Q1 2021, closing a stake of 4,100 shares — an estimated $309K sold.

Laidlaw Wealth Management first reported a position in FOUR in Q3 2020 and held it in 2 quarters. The position peaked at $309K in Q4 2020. 201 funds tracked by Wall St. Rank hold FOUR as of Q1 2021.

  • Laidlaw Wealth Management reported no remaining Shift4 position as of Q1 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,100 Shift4 shares in Q1 2021, an estimated $309K.
  • Laidlaw Wealth Management first reported a position in Shift4 in Q3 2020 and held it in 2 quarters.
  • Laidlaw Wealth Management's Shift4 position peaked at $309K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held Shift4 as of Q1 2021.

Based on Laidlaw Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.