AJ Wealth Strategies’s Shopify SHOP Stock Holding History

AJ Wealth Strategies’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 Q2	–	Sell	-4,570	Closed	-$309K	–	340
2022 Q1	$309K	Buy	4,570 +2,000	+78%	+$164K	0.02%	253
2021 Q4	$354K	Sell	2,570 -10	-0.4%	-$1.46K	0.02%	233
2021 Q3	$350K	Hold	2,580	–	–	0.02%	227
2021 Q2	$377K	Sell	2,580 -1,580	-38%	-$195K	0.02%	207
2021 Q1	$460K	Buy	4,160 +1,020	+32%	+$123K	0.03%	169
2020 Q4	$355K	Buy	3,140 +540	+21%	+$56.7K	0.03%	178
2020 Q3	$266K	Buy	+2,600	New	+$258K	0.03%	179

Other funds holding SHOP

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

Baillie Gifford & Co

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

Capital Research Global Investors

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

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

T. Rowe Price Associates

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

Sands Capital Management

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

Capital World Investors

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WCM Investment Management

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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return