WPW
FOUR icon

Waldron Private Wealth’s Shift4 FOUR Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-285
Closed -$25.3K – 426
2024
Q3 		$25.3K Buy
+285
New +$21.6K ﹤0.01% 460

Other funds holding FOUR

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Waldron Private Wealth's FOUR Position: Q4 2024 in Review

Waldron Private Wealth sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 285 shares — an estimated $25.3K sold.

Waldron Private Wealth first reported a position in FOUR in Q3 2024 and held it in 1 quarter. The position peaked at $25.3K in Q3 2024. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

  • Waldron Private Wealth reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 285 Shift4 shares in Q4 2024, an estimated $25.3K.
  • Waldron Private Wealth first reported a position in Shift4 in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Shift4 position peaked at $25.3K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.