Atlas Capital Advisors’s Shopify SHOP Stock Holding History

Atlas Capital Advisors’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 Q3	–	Sell	-30	Closed	-$937	–	992
2022 Q2	$937	Sell	30 -1,880	-98%	-$80.3K	﹤0.01%	933
2022 Q1	$129K	Hold	1,910	–	–	0.02%	432
2021 Q4	$263K	Sell	1,910 -1,240	-39%	-$181K	0.04%	318
2021 Q3	$427K	Buy	3,150 +250	+9%	+$37.5K	0.07%	225
2021 Q2	$424K	Hold	2,900	–	–	0.07%	235
2021 Q1	$321K	Sell	2,900 -1,310	-31%	-$158K	0.06%	252
2020 Q4	$477K	Sell	4,210 -3,960	-48%	-$416K	0.1%	190
2020 Q3	$836K	Sell	8,170 -670	-8%	-$66.6K	0.2%	116
2020 Q2	$839K	Sell	8,840 -9,730	-52%	-$675K	0.2%	112
2020 Q1	$774K	Sell	18,570 -310	-2%	-$14K	0.23%	105
2019 Q4	$751K	Buy	18,880 +1,170	+7%	+$39.6K	0.19%	140
2019 Q3	$552K	Buy	+17,710	New	+$606K	0.17%	173

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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