Buckley Wealth Management’s Shopify SHOP Stock Holding History

Buckley 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
2022 Q2	–	Sell	-5,000	Closed	-$338K	–	157
2022 Q1	$338K	Hold	5,000	–	–	0.09%	113
2021 Q4	$689K	Hold	5,000	–	–	0.2%	89
2021 Q3	$678K	Hold	5,000	–	–	0.22%	77
2021 Q2	$730K	Hold	5,000	–	–	0.25%	68
2021 Q1	$553K	Hold	5,000	–	–	0.21%	79
2020 Q4	$566K	Hold	5,000	–	–	0.23%	72
2020 Q3	$511K	Hold	5,000	–	–	0.23%	72
2020 Q2	$475K	Hold	5,000	–	–	0.22%	79
2020 Q1	$208K	Buy	+5,000	New	+$225K	0.11%	113

Other funds holding SHOP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Buckley Wealth Management's SHOP Position: Q2 2022 in Review

Buckley Wealth Management sold out of Shopify (SHOP) in Q2 2022, closing a stake of 5,000 shares — an estimated $338K sold.

Buckley Wealth Management first reported a position in SHOP in Q1 2020 and held it in 9 quarters. The position peaked at $730K in Q2 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

Buckley Wealth Management reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
Buckley Wealth Management sold 5,000 Shopify shares in Q2 2022, an estimated $338K.
Buckley Wealth Management first reported a position in Shopify in Q1 2020 and held it in 9 quarters.
Buckley Wealth Management's Shopify position peaked at $730K in Q2 2021.
965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Buckley Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.