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Shift4 Payments shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Shift4 Payments shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Shift4 Payments

Tip: Access up to 7 years of quarterly data

All positions including Shift4 Payments held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shift4 Payments by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 11k 1.11
2022-12-31 $12k 12k 0.99
2022-09-30 $11k 13k 0.85
2022-06-30 $10k 13k 0.77

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Shift4 Payments

Calamos Advisors
Wolverine Asset Management
Franklin Resources
Lazard Asset Management
Soros Fund Management
MacKay Shields
DeepCurrents Investment Group
Balyasny Asset Management
Wellington Management Company
Tenor Capital Management
III Capital Management
Millennium Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Man Group
RWC Asset Management

View all funds holding Shift4 Payments