Moisand Fitzgerald Tamayo’s Shift4 FOUR Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q3	–	Sell	-10	Closed	-$680	–	793
2023 Q2	$680	Hold	10	–	–	﹤0.01%	699
2023 Q1	$758	Buy	+10	New	+$644	﹤0.01%	725

Other funds holding FOUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FOUR Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Shift4 (FOUR) in Q3 2023, closing a stake of 10 shares — an estimated $680 sold.

Moisand Fitzgerald Tamayo first reported a position in FOUR in Q1 2023 and held it in 2 quarters. The position peaked at $758 in Q1 2023. 252 funds tracked by Wall St. Rank hold FOUR as of Q3 2023.

Moisand Fitzgerald Tamayo reported no remaining Shift4 position as of Q3 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 10 Shift4 shares in Q3 2023, an estimated $680.
Moisand Fitzgerald Tamayo first reported a position in Shift4 in Q1 2023 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's Shift4 position peaked at $758 in Q1 2023.
252 funds tracked by Wall St. Rank held Shift4 as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.