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Sheaff Brock Investment Advisors’s Shift4 FOUR Stock Holding History

Sheaff Brock 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
-6,940
Closed -$615K – 464
2024
Q3 		$615K Buy
6,940
+1,300
+23% +$98.5K 0.05% 233
2024
Q2 		$414K Buy
+5,640
New +$374K 0.04% 272

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sheaff Brock Investment Advisors's FOUR Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 6,940 shares — an estimated $615K sold.

Sheaff Brock Investment Advisors first reported a position in FOUR in Q2 2024 and held it in 2 quarters. The position peaked at $615K in Q3 2024. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

  • Sheaff Brock Investment Advisors reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,940 Shift4 shares in Q4 2024, an estimated $615K.
  • Sheaff Brock Investment Advisors first reported a position in Shift4 in Q2 2024 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Shift4 position peaked at $615K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.