Tucker Asset Management’s Shift4 FOUR Stock Holding History

Tucker Asset 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	-200	Closed	-$13.2K	–	1717
2024 Q1	$13.2K	Buy	+200	New	+$15K	﹤0.01%	777
2023 Q3	–	Sell	-371	Closed	-$25.2K	–	1446
2023 Q2	$25.2K	Sell	371 -1,452	-80%	-$95.2K	0.01%	367
2023 Q1	$138K	Buy	+1,823	New	+$117K	0.04%	115

Other funds holding FOUR

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Tucker Asset Management's FOUR Position: Q2 2024 in Review

Tucker Asset Management sold out of Shift4 (FOUR) in Q2 2024, closing a stake of 200 shares — an estimated $13.2K sold.

Tucker Asset Management first reported a position in FOUR in Q1 2023 and held it in 3 quarters. The position peaked at $138K in Q1 2023. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

Tucker Asset Management reported no remaining Shift4 position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 200 Shift4 shares in Q2 2024, an estimated $13.2K.
Tucker Asset Management first reported a position in Shift4 in Q1 2023 and held it in 3 quarters.
Tucker Asset Management's Shift4 position peaked at $138K in Q1 2023.
342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.