RAFFA WEALTH MANAGEMENT, LLC’s Shift4 FOUR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q4	–	Sell	-13	Closed	-$580	–	1099
2022 Q3	$580	Buy	+13	New	+$546	﹤0.01%	988

Other funds holding FOUR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

RAFFA WEALTH MANAGEMENT, LLC's FOUR Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Shift4 (FOUR) in Q4 2022, closing a stake of 13 shares — an estimated $580 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FOUR in Q3 2022 and held it in 1 quarter. The position peaked at $580 in Q3 2022. 234 funds tracked by Wall St. Rank hold FOUR as of Q4 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Shift4 position as of Q4 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 13 Shift4 shares in Q4 2022, an estimated $580.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Shift4 in Q3 2022 and held it in 1 quarter.
RAFFA WEALTH MANAGEMENT, LLC's Shift4 position peaked at $580 in Q3 2022.
234 funds tracked by Wall St. Rank held Shift4 as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.