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FOUR icon

TCWP’s Shift4 FOUR Stock Holding History

TCWP’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
2022
Q2 		– Sell
-27
Closed -$1K – 798
2022
Q1 		$1K Buy
+27
New +$1.42K ﹤0.01% 1509

Other funds holding FOUR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCWP's FOUR Position: Q2 2022 in Review

TCWP sold out of Shift4 (FOUR) in Q2 2022, closing a stake of 27 shares — an estimated $1K sold.

TCWP first reported a position in FOUR in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 207 funds tracked by Wall St. Rank hold FOUR as of Q2 2022.

  • TCWP reported no remaining Shift4 position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 27 Shift4 shares in Q2 2022, an estimated $1K.
  • TCWP first reported a position in Shift4 in Q1 2022 and held it in 1 quarter.
  • TCWP's Shift4 position peaked at $1K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Shift4 as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.