VisionPoint Advisory Group’s Shift4 FOUR Stock Holding History

VisionPoint Advisory Group’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	-13	Closed	-$859	–	839
2024 Q1	$859	Buy	+13	New	+$978	﹤0.01%	731

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

VisionPoint Advisory Group's FOUR Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Shift4 (FOUR) in Q2 2024, closing a stake of 13 shares — an estimated $859 sold.

VisionPoint Advisory Group first reported a position in FOUR in Q1 2024 and held it in 1 quarter. The position peaked at $859 in Q1 2024. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

VisionPoint Advisory Group reported no remaining Shift4 position as of Q2 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 13 Shift4 shares in Q2 2024, an estimated $859.
VisionPoint Advisory Group first reported a position in Shift4 in Q1 2024 and held it in 1 quarter.
VisionPoint Advisory Group's Shift4 position peaked at $859 in Q1 2024.
342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.