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Wipfli Financial Advisors’s Shift4 FOUR Stock Holding History

Wipfli Financial Advisors’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
Q3 		$1K Buy
+12
New +$504 ﹤0.01% 2417

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Wipfli Financial Advisors's FOUR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Shift4 (FOUR) in Q3 2022: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2417 among its holdings.

209 funds tracked by Wall St. Rank hold FOUR as of Q3 2022.

  • Wipfli Financial Advisors held 12 shares of Shift4 worth $1K as of Q3 2022.
  • Shift4 was a new Wipfli Financial Advisors position in Q3 2022.
  • Shift4 made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2417 holding.
  • 209 funds tracked by Wall St. Rank held Shift4 as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.