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Obsidian Personal Planning Solutions’s Shift4 FOUR Stock Holding History

Obsidian Personal Planning Solutions’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
2024
Q2 		– Sell
-5,898
Closed -$341K – 103
2024
Q1 		$341K Buy
+5,898
New +$444K 0.22% 52

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Obsidian Personal Planning Solutions's FOUR Position: Q2 2024 in Review

Obsidian Personal Planning Solutions sold out of Shift4 (FOUR) in Q2 2024, closing a stake of 5,898 shares — an estimated $341K sold.

Obsidian Personal Planning Solutions first reported a position in FOUR in Q1 2024 and held it in 1 quarter. The position peaked at $341K in Q1 2024. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

  • Obsidian Personal Planning Solutions reported no remaining Shift4 position as of Q2 2024 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 5,898 Shift4 shares in Q2 2024, an estimated $341K.
  • Obsidian Personal Planning Solutions first reported a position in Shift4 in Q1 2024 and held it in 1 quarter.
  • Obsidian Personal Planning Solutions's Shift4 position peaked at $341K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q2 2024, filed 25 Jul 2024.