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Blue Chip Partners’s Shopify SHOP Stock Holding History

Blue Chip Partners’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
-2,020
Closed -$137K – 178
2022
Q1 		$137K Buy
2,020
+770
+62% +$63.2K 0.02% 157
2021
Q4 		$172K Buy
1,250
+250
+25% +$36.5K 0.02% 146
2021
Q3 		$136K Hold
1,000
– – 0.02% 149
2021
Q2 		$146K Buy
+1,000
New +$123K 0.02% 136

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

Blue Chip Partners's SHOP Position: Q2 2022 in Review

Blue Chip Partners sold out of Shopify (SHOP) in Q2 2022, closing a stake of 2,020 shares — an estimated $137K sold.

Blue Chip Partners first reported a position in SHOP in Q2 2021 and held it in 4 quarters. The position peaked at $172K in Q4 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Blue Chip Partners reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Blue Chip Partners sold 2,020 Shopify shares in Q2 2022, an estimated $137K.
  • Blue Chip Partners first reported a position in Shopify in Q2 2021 and held it in 4 quarters.
  • Blue Chip Partners's Shopify position peaked at $172K in Q4 2021.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Blue Chip Partners's 13F filing for Q2 2022, filed 1 Aug 2022.