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Andesa Financial Management’s Shopify SHOP Stock Holding History

Andesa Financial 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
2022
Q2 		– Sell
-3,340
Closed -$226K – 147
2022
Q1 		$226K Buy
+3,340
New +$274K 0.12% 138

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
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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

Andesa Financial Management's SHOP Position: Q2 2022 in Review

Andesa Financial Management sold out of Shopify (SHOP) in Q2 2022, closing a stake of 3,340 shares — an estimated $226K sold.

Andesa Financial Management first reported a position in SHOP in Q1 2022 and held it in 1 quarter. The position peaked at $226K in Q1 2022. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Andesa Financial Management reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Andesa Financial Management sold 3,340 Shopify shares in Q2 2022, an estimated $226K.
  • Andesa Financial Management first reported a position in Shopify in Q1 2022 and held it in 1 quarter.
  • Andesa Financial Management's Shopify position peaked at $226K in Q1 2022.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Andesa Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.