Sowell Financial Services’s Shift4 FOUR Stock Holding History

Sowell Financial Services’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
2021 Q1	–	Sell	-30	Closed	-$2K	–	3159
2020 Q4	$2K	Buy	+30	New	+$1.79K	﹤0.01%	2461

Other funds holding FOUR

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's FOUR Position: Q1 2021 in Review

Sowell Financial Services sold out of Shift4 (FOUR) in Q1 2021, closing a stake of 30 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in FOUR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 201 funds tracked by Wall St. Rank hold FOUR as of Q1 2021.

Sowell Financial Services reported no remaining Shift4 position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 30 Shift4 shares in Q1 2021, an estimated $2K.
Sowell Financial Services first reported a position in Shift4 in Q4 2020 and held it in 1 quarter.
Sowell Financial Services's Shift4 position peaked at $2K in Q4 2020.
201 funds tracked by Wall St. Rank held Shift4 as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.