TWA
FOUR icon

TCI Wealth Advisors’s Shift4 FOUR Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-1
Closed -$76 – 951
2023
Q1 		$76 Hold
1
– – ﹤0.01% 2415
2022
Q4 		$56 Buy
+1
New +$47 ﹤0.01% 2428
2021
Q4 		– Sell
-20
Closed -$2K – 2359
2021
Q3 		$2K Buy
+20
New +$1.73K ﹤0.01% 2119

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCI Wealth Advisors's FOUR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Shift4 (FOUR) in Q2 2023, closing a stake of 1 share — an estimated $76 sold.

TCI Wealth Advisors first reported a position in FOUR in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 271 funds tracked by Wall St. Rank hold FOUR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Shift4 position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Shift4 share in Q2 2023, an estimated $76.
  • TCI Wealth Advisors first reported a position in Shift4 in Q3 2021 and held it in 3 quarters.
  • TCI Wealth Advisors's Shift4 position peaked at $2K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Shift4 as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.