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Sequoia Financial Advisors’s Shift4 FOUR Stock Holding History

Sequoia Financial 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
2025
Q1 		– Sell
-2,459
Closed -$255K – 1402
2024
Q4 		$255K Buy
+2,459
New +$244K ﹤0.01% 1095
2024
Q3 		– Sell
-4,234
Closed -$311K – 1317
2024
Q2 		$311K Buy
+4,234
New +$281K ﹤0.01% 876
2024
Q1 		– Sell
-9,214
Closed -$685K – 1219
2023
Q4 		$685K Buy
+9,214
New +$550K 0.01% 643

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sequoia Financial Advisors's FOUR Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of Shift4 (FOUR) in Q1 2025, closing a stake of 2,459 shares — an estimated $255K sold.

Sequoia Financial Advisors first reported a position in FOUR in Q4 2023 and held it in 3 quarters. The position peaked at $685K in Q4 2023. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining Shift4 position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,459 Shift4 shares in Q1 2025, an estimated $255K.
  • Sequoia Financial Advisors first reported a position in Shift4 in Q4 2023 and held it in 3 quarters.
  • Sequoia Financial Advisors's Shift4 position peaked at $685K in Q4 2023.
  • 441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.