Regal Investment Advisors’s Shift4 FOUR Stock Holding History

Regal 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
2024 Q4	–	Sell	-8,044	Closed	-$713K	–	481
2024 Q3	$713K	Sell	8,044 -8,805	-52%	-$667K	0.05%	290
2024 Q2	$1.24M	Buy	+16,849	New	+$1.12M	0.08%	227
2023 Q4	–	Sell	-17,634	Closed	-$976K	–	554
2023 Q3	$976K	Buy	+17,634	New	+$1.08M	0.08%	211
2023 Q1	–	Sell	-5,265	Closed	-$294K	–	529
2022 Q4	$294K	Buy	5,265 +247	+5%	+$11.7K	0.03%	382
2022 Q3	$224K	Buy	+5,018	New	+$211K	0.02%	424
2022 Q2	–	Sell	-4,658	Closed	-$288K	–	516
2022 Q1	$288K	Sell	4,658 -318	-6%	-$16.8K	0.03%	417
2021 Q4	$288K	Sell	4,976 -330	-6%	-$21K	0.03%	436
2021 Q3	$411K	Buy	5,306 +1,080	+26%	+$93.1K	0.04%	358
2021 Q2	$396K	Buy	+4,226	New	+$399K	0.04%	364

Other funds holding FOUR

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Regal Investment Advisors's FOUR Position: Q4 2024 in Review

Regal Investment Advisors sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 8,044 shares — an estimated $713K sold.

Regal Investment Advisors first reported a position in FOUR in Q2 2021 and held it in 9 quarters. The position peaked at $1.24M in Q2 2024. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

Regal Investment Advisors reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
Regal Investment Advisors sold 8,044 Shift4 shares in Q4 2024, an estimated $713K.
Regal Investment Advisors first reported a position in Shift4 in Q2 2021 and held it in 9 quarters.
Regal Investment Advisors's Shift4 position peaked at $1.24M in Q2 2024.
440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.