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Prosperity Wealth Management’s Shift4 FOUR Stock Holding History

Prosperity Wealth Management’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
Q4 		– Sell
-5,205
Closed -$461K – 221
2024
Q3 		$461K Buy
+5,205
New +$394K 0.18% 87
2024
Q1 		– Sell
-3,525
Closed -$262K – 186
2023
Q4 		$262K Buy
+3,525
New +$210K 0.17% 98

Other funds holding FOUR

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Prosperity Wealth Management's FOUR Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 5,205 shares — an estimated $461K sold.

Prosperity Wealth Management first reported a position in FOUR in Q4 2023 and held it in 2 quarters. The position peaked at $461K in Q3 2024. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 5,205 Shift4 shares in Q4 2024, an estimated $461K.
  • Prosperity Wealth Management first reported a position in Shift4 in Q4 2023 and held it in 2 quarters.
  • Prosperity Wealth Management's Shift4 position peaked at $461K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.