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1834 Investment Advisors’s Shopify SHOP Stock Holding History

1834 Investment Advisors’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,150
Closed -$36K – 409
2022
Q2 		$36K Buy
1,150
+350
+44% +$14.9K 0.01% 294
2022
Q1 		$54K Sell
800
-240
-23% -$19.7K 0.01% 250
2021
Q4 		$143K Buy
1,040
+240
+30% +$35.1K 0.02% 209
2021
Q3 		$108K Hold
800
– – 0.01% 227
2021
Q2 		$117K Buy
+800
New +$98.6K 0.01% 222

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

1834 Investment Advisors's SHOP Position: Q3 2022 in Review

1834 Investment Advisors sold out of Shopify (SHOP) in Q3 2022, closing a stake of 1,150 shares — an estimated $36K sold.

1834 Investment Advisors first reported a position in SHOP in Q2 2021 and held it in 5 quarters. The position peaked at $143K in Q4 2021. 884 funds tracked by Wall St. Rank hold SHOP as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Shopify position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,150 Shopify shares in Q3 2022, an estimated $36K.
  • 1834 Investment Advisors first reported a position in Shopify in Q2 2021 and held it in 5 quarters.
  • 1834 Investment Advisors's Shopify position peaked at $143K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held Shopify as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.