22CM
SHOP icon

20/20 Capital Management’s Shopify SHOP Stock Holding History

20/20 Capital Management’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
2021
Q2 		– Sell
-1,840
Closed -$204K – 171
2021
Q1 		$204K Buy
+1,840
New +$222K 0.06% 150

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

20/20 Capital Management's SHOP Position: Q2 2021 in Review

20/20 Capital Management sold out of Shopify (SHOP) in Q2 2021, closing a stake of 1,840 shares — an estimated $204K sold.

20/20 Capital Management first reported a position in SHOP in Q1 2021 and held it in 1 quarter. The position peaked at $204K in Q1 2021. 1,210 funds tracked by Wall St. Rank hold SHOP as of Q2 2021.

  • 20/20 Capital Management reported no remaining Shopify position as of Q2 2021 after selling out during the quarter.
  • 20/20 Capital Management sold 1,840 Shopify shares in Q2 2021, an estimated $204K.
  • 20/20 Capital Management first reported a position in Shopify in Q1 2021 and held it in 1 quarter.
  • 20/20 Capital Management's Shopify position peaked at $204K in Q1 2021.
  • 1,210 funds tracked by Wall St. Rank held Shopify as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.