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Patriot Financial Group Insurance Agency’s Shift4 FOUR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-97
Closed -$3K – 957
2022
Q2 		$3K Sell
97
-3
-3% -$142 ﹤0.01% 1632
2022
Q1 		$6K Buy
100
+97
+3,233% +$5.12K ﹤0.01% 1545
2021
Q4 		$0 Sell
3
-40
-93% -$2.54K ﹤0.01% 2185
2021
Q3 		$3K Buy
+43
New +$3.71K ﹤0.01% 1839

Other funds holding FOUR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FOUR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Shift4 (FOUR) in Q3 2022, closing a stake of 97 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in FOUR in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 210 funds tracked by Wall St. Rank hold FOUR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Shift4 position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 97 Shift4 shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Shift4 in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Shift4 position peaked at $6K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Shift4 as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.