BFS
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Bard Financial Services’s Shopify SHOP Stock Holding History

Bard Financial Services’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
-3,200
Closed -$216K – 305
2022
Q1 		$216K Buy
3,200
+750
+31% +$61.6K 0.02% 274
2021
Q4 		$337K Buy
2,450
+100
+4% +$14.6K 0.03% 220
2021
Q3 		$319K Sell
2,350
-250
-10% -$37.5K 0.03% 219
2021
Q2 		$380K Hold
2,600
– – 0.03% 205
2021
Q1 		$288K Buy
2,600
+250
+11% +$30.2K 0.03% 214
2020
Q4 		$266K Buy
+2,350
New +$247K 0.03% 217

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

Bard Financial Services's SHOP Position: Q2 2022 in Review

Bard Financial Services sold out of Shopify (SHOP) in Q2 2022, closing a stake of 3,200 shares — an estimated $216K sold.

Bard Financial Services first reported a position in SHOP in Q4 2020 and held it in 6 quarters. The position peaked at $380K in Q2 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Bard Financial Services reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Bard Financial Services sold 3,200 Shopify shares in Q2 2022, an estimated $216K.
  • Bard Financial Services first reported a position in Shopify in Q4 2020 and held it in 6 quarters.
  • Bard Financial Services's Shopify position peaked at $380K in Q2 2021.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Bard Financial Services's 13F filing for Q2 2022, filed 6 Jul 2022.