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Sheets Smith Wealth Management’s Shift4 FOUR Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-3,314
Closed -$219K – 386
2024
Q1 		$219K Buy
+3,314
New +$249K 0.02% 358

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sheets Smith Wealth Management's FOUR Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Shift4 (FOUR) in Q2 2024, closing a stake of 3,314 shares — an estimated $219K sold.

Sheets Smith Wealth Management first reported a position in FOUR in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

  • Sheets Smith Wealth Management reported no remaining Shift4 position as of Q2 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,314 Shift4 shares in Q2 2024, an estimated $219K.
  • Sheets Smith Wealth Management first reported a position in Shift4 in Q1 2024 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Shift4 position peaked at $219K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.