Allen Capital Group’s Shopify SHOP Stock Holding History

Allen Capital Group’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 Q3	–	Sell	-1,410	Closed	-$206K	–	169
2021 Q2	$206K	Buy	+1,410	New	+$174K	0.04%	149

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Allen Capital Group's SHOP Position: Q3 2021 in Review

Allen Capital Group sold out of Shopify (SHOP) in Q3 2021, closing a stake of 1,410 shares — an estimated $206K sold.

Allen Capital Group first reported a position in SHOP in Q2 2021 and held it in 1 quarter. The position peaked at $206K in Q2 2021. 1,225 funds tracked by Wall St. Rank hold SHOP as of Q3 2021.

Allen Capital Group reported no remaining Shopify position as of Q3 2021 after selling out during the quarter.
Allen Capital Group sold 1,410 Shopify shares in Q3 2021, an estimated $206K.
Allen Capital Group first reported a position in Shopify in Q2 2021 and held it in 1 quarter.
Allen Capital Group's Shopify position peaked at $206K in Q2 2021.
1,225 funds tracked by Wall St. Rank held Shopify as of Q3 2021.

Based on Allen Capital Group's 13F filing for Q3 2021, filed 22 Oct 2021.