AWS
SHOP icon

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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

AJ Wealth Strategies's SHOP Position: Q2 2022 in Review

AJ Wealth Strategies sold out of Shopify (SHOP) in Q2 2022, closing a stake of 4,570 shares — an estimated $309K sold.

AJ Wealth Strategies first reported a position in SHOP in Q3 2020 and held it in 7 quarters. The position peaked at $460K in Q1 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • AJ Wealth Strategies reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 4,570 Shopify shares in Q2 2022, an estimated $309K.
  • AJ Wealth Strategies first reported a position in Shopify in Q3 2020 and held it in 7 quarters.
  • AJ Wealth Strategies's Shopify position peaked at $460K in Q1 2021.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.