Pursue Wealth Partners’s Shift4 FOUR Stock Holding History

Pursue Wealth Partners’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 Q2	–	Sell	-1,111	Closed	-$65.7K	–	156
2022 Q1	$65.7K	Buy	+1,111	New	+$58.6K	0.03%	177

Other funds holding FOUR

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

DCP

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Pursue Wealth Partners's FOUR Position: Q2 2022 in Review

Pursue Wealth Partners sold out of Shift4 (FOUR) in Q2 2022, closing a stake of 1,111 shares — an estimated $65.7K sold.

Pursue Wealth Partners first reported a position in FOUR in Q1 2022 and held it in 1 quarter. The position peaked at $65.7K in Q1 2022. 207 funds tracked by Wall St. Rank hold FOUR as of Q2 2022.

Pursue Wealth Partners reported no remaining Shift4 position as of Q2 2022 after selling out during the quarter.
Pursue Wealth Partners sold 1,111 Shift4 shares in Q2 2022, an estimated $65.7K.
Pursue Wealth Partners first reported a position in Shift4 in Q1 2022 and held it in 1 quarter.
Pursue Wealth Partners's Shift4 position peaked at $65.7K in Q1 2022.
207 funds tracked by Wall St. Rank held Shift4 as of Q2 2022.

Based on Pursue Wealth Partners's 13F filing for Q2 2022, filed 11 Aug 2022.