Level Four Advisory Services’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,704
Closed -$591K 791
2023
Q2
$591K Buy
8,704
+1,341
+18% +$87.9K 0.04% 426
2023
Q1
$558K Buy
+7,363
New +$474K 0.04% 396

Other funds holding FOUR

Level Four Advisory Services's FOUR Position: Q3 2023 in Review

Level Four Advisory Services sold out of Shift4 (FOUR) in Q3 2023, closing a stake of 8,704 shares — an estimated $591K sold.

Level Four Advisory Services first reported a position in FOUR in Q1 2023 and held it in 2 quarters. The position peaked at $591K in Q2 2023. 252 funds tracked by Wall St. Rank hold FOUR as of Q3 2023.

  • Level Four Advisory Services reported no remaining Shift4 position as of Q3 2023 after selling out during the quarter.
  • Level Four Advisory Services sold 8,704 Shift4 shares in Q3 2023, an estimated $591K.
  • Level Four Advisory Services first reported a position in Shift4 in Q1 2023 and held it in 2 quarters.
  • Level Four Advisory Services's Shift4 position peaked at $591K in Q2 2023.
  • 252 funds tracked by Wall St. Rank held Shift4 as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.