SIS
FOUR icon

Strategic Investment Solutions’s Shift4 FOUR Stock Holding History

Strategic Investment Solutions’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
2023
Q4 		– Sell
-100
Closed -$6.77K – 1141
2023
Q3 		$6.77K Buy
+100
New +$6.1K ﹤0.01% 674

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Strategic Investment Solutions's FOUR Position: Q4 2023 in Review

Strategic Investment Solutions sold out of Shift4 (FOUR) in Q4 2023, closing a stake of 100 shares — an estimated $6.77K sold.

Strategic Investment Solutions first reported a position in FOUR in Q3 2023 and held it in 1 quarter. The position peaked at $6.77K in Q3 2023. 308 funds tracked by Wall St. Rank hold FOUR as of Q4 2023.

  • Strategic Investment Solutions reported no remaining Shift4 position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 100 Shift4 shares in Q4 2023, an estimated $6.77K.
  • Strategic Investment Solutions first reported a position in Shift4 in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's Shift4 position peaked at $6.77K in Q3 2023.
  • 308 funds tracked by Wall St. Rank held Shift4 as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.