AIM
SHOP icon

Advantage Investment Management’s Shopify SHOP Stock Holding History

Advantage Investment 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
2019
Q3 		$5K Sell
170
-120
-41% -$4.11K ﹤0.01% 772
2019
Q2 		$9K Hold
290
– – 0.01% 682
2019
Q1 		$6K Hold
290
– – ﹤0.01% 741
2018
Q4 		$4K Buy
290
+140
+93% +$1.97K ﹤0.01% 821
2018
Q3 		$2K Buy
+150
New +$2.29K ﹤0.01% 952

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Advantage Investment Management's SHOP Position: Q3 2019 in Review

Advantage Investment Management reduced its Shopify (SHOP) stake by 41% in Q3 2019, selling an estimated $4.11K and leaving 170 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Advantage Investment Management first reported a position in SHOP in Q3 2018 and has held it in 5 quarters since. The position peaked at $9K in Q2 2019. 531 funds tracked by Wall St. Rank hold SHOP as of Q3 2019.

  • Advantage Investment Management held 170 shares of Shopify worth $5K as of Q3 2019.
  • Advantage Investment Management sold 120 Shopify shares in Q3 2019, an estimated $4.11K.
  • Shopify made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #772 holding.
  • Advantage Investment Management first reported a position in Shopify in Q3 2018 and has held it in 5 quarters since.
  • Advantage Investment Management's Shopify position peaked at $9K in Q2 2019.
  • 531 funds tracked by Wall St. Rank held Shopify as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.