Adams Wealth Management’s Shopify SHOP Stock Holding History

Adams Wealth 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 Q4	–	Sell	-40	Closed	-$5K	–	89
2021 Q3	$5K	Buy	+40	New	+$5.99K	﹤0.01%	82

Other funds holding SHOP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Adams Wealth Management's SHOP Position: Q4 2021 in Review

Adams Wealth Management sold out of Shopify (SHOP) in Q4 2021, closing a stake of 40 shares — an estimated $5K sold.

Adams Wealth Management first reported a position in SHOP in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 1,350 funds tracked by Wall St. Rank hold SHOP as of Q4 2021.

Adams Wealth Management reported no remaining Shopify position as of Q4 2021 after selling out during the quarter.
Adams Wealth Management sold 40 Shopify shares in Q4 2021, an estimated $5K.
Adams Wealth Management first reported a position in Shopify in Q3 2021 and held it in 1 quarter.
Adams Wealth Management's Shopify position peaked at $5K in Q3 2021.
1,350 funds tracked by Wall St. Rank held Shopify as of Q4 2021.

Based on Adams Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.