NFG
FOUR icon

Next Financial Group’s Shift4 FOUR Stock Holding History

Next Financial Group’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
Q4 		$4K Hold
70
– – ﹤0.01% 2465
2021
Q3 		$5K Sell
70
-50
-42% -$4.31K ﹤0.01% 2255
2021
Q2 		$11K Sell
120
-100
-45% -$9.44K ﹤0.01% 1949
2021
Q1 		$18K Buy
220
+200
+1,000% +$15.6K ﹤0.01% 1683
2020
Q4 		$2K Hold
20
– – ﹤0.01% 2176
2020
Q3 		$1K Buy
+20
New +$888 ﹤0.01% 2103

Other funds holding FOUR

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's FOUR Position: Q4 2021 in Review

Next Financial Group held its Shift4 (FOUR) position steady in Q4 2021 at 70 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Next Financial Group first reported a position in FOUR in Q3 2020 and has held it in 6 quarters since. The position peaked at $18K in Q1 2021. 228 funds tracked by Wall St. Rank hold FOUR as of Q4 2021.

  • Next Financial Group held 70 shares of Shift4 worth $4K as of Q4 2021.
  • Next Financial Group left its Shift4 share count unchanged in Q4 2021.
  • Shift4 made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2465 holding.
  • Next Financial Group first reported a position in Shift4 in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Shift4 position peaked at $18K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Shift4 as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.