AWM
SHOP icon

Avondale Wealth Management’s Shopify SHOP Stock Holding History

Avondale Wealth 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
2021
Q3 		– Sell
-950
Closed -$139K – 109
2021
Q2 		$139K Hold
950
– – 0.13% 51
2021
Q1 		$105K Buy
950
+240
+34% +$29K 0.1% 53
2020
Q4 		$80K Buy
710
+120
+20% +$12.6K 0.09% 37
2020
Q3 		$60K Buy
+590
New +$58.7K 0.09% 35

Other funds holding SHOP

Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avondale Wealth Management's SHOP Position: Q3 2021 in Review

Avondale Wealth Management sold out of Shopify (SHOP) in Q3 2021, closing a stake of 950 shares — an estimated $139K sold.

Avondale Wealth Management first reported a position in SHOP in Q3 2020 and held it in 4 quarters. The position peaked at $139K in Q2 2021. 1,225 funds tracked by Wall St. Rank hold SHOP as of Q3 2021.

  • Avondale Wealth Management reported no remaining Shopify position as of Q3 2021 after selling out during the quarter.
  • Avondale Wealth Management sold 950 Shopify shares in Q3 2021, an estimated $139K.
  • Avondale Wealth Management first reported a position in Shopify in Q3 2020 and held it in 4 quarters.
  • Avondale Wealth Management's Shopify position peaked at $139K in Q2 2021.
  • 1,225 funds tracked by Wall St. Rank held Shopify as of Q3 2021.

Based on Avondale Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.