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Braun-Bostich & Associates’s Shopify SHOP Stock Holding History

Braun-Bostich & Associates’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
2020
Q3 		– Sell
-110
Closed -$10K – 322
2020
Q2 		$10K Hold
110
– – 0.01% 220
2020
Q1 		$4K Buy
+110
New +$4.96K 0.01% 263
2019
Q3 		– Sell
-500
Closed -$15K – 260
2019
Q2 		$15K Hold
500
– – 0.02% 245
2019
Q1 		$10K Hold
500
– – 0.01% 269
2018
Q4 		$7K Buy
+500
New +$7.04K 0.01% 273

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Braun-Bostich & Associates's SHOP Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Shopify (SHOP) in Q3 2020, closing a stake of 110 shares — an estimated $10K sold.

Braun-Bostich & Associates first reported a position in SHOP in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q2 2019. 943 funds tracked by Wall St. Rank hold SHOP as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Shopify position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 110 Shopify shares in Q3 2020, an estimated $10K.
  • Braun-Bostich & Associates first reported a position in Shopify in Q4 2018 and held it in 5 quarters.
  • Braun-Bostich & Associates's Shopify position peaked at $15K in Q2 2019.
  • 943 funds tracked by Wall St. Rank held Shopify as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.