Realta Investment Advisors’s Shift4 FOUR Stock Holding History

Realta Investment Advisors’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
2023 Q2	–	Sell	-4,700	Closed	-$356K	–	838
2023 Q1	$356K	Buy	+4,700	New	+$303K	0.09%	259

Other funds holding FOUR

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

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

DCP

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

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

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

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

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Realta Investment Advisors's FOUR Position: Q2 2023 in Review

Realta Investment Advisors sold out of Shift4 (FOUR) in Q2 2023, closing a stake of 4,700 shares — an estimated $356K sold.

Realta Investment Advisors first reported a position in FOUR in Q1 2023 and held it in 1 quarter. The position peaked at $356K in Q1 2023. 271 funds tracked by Wall St. Rank hold FOUR as of Q2 2023.

Realta Investment Advisors reported no remaining Shift4 position as of Q2 2023 after selling out during the quarter.
Realta Investment Advisors sold 4,700 Shift4 shares in Q2 2023, an estimated $356K.
Realta Investment Advisors first reported a position in Shift4 in Q1 2023 and held it in 1 quarter.
Realta Investment Advisors's Shift4 position peaked at $356K in Q1 2023.
271 funds tracked by Wall St. Rank held Shift4 as of Q2 2023.

Based on Realta Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.