CFA
SHOP icon

Cahill Financial Advisors’s Shopify SHOP Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-50
Closed -$7K – 671
2021
Q3 		$7K Buy
+50
New +$7.49K ﹤0.01% 617

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Cahill Financial Advisors's SHOP Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Shopify (SHOP) in Q4 2021, closing a stake of 50 shares — an estimated $7K sold.

Cahill Financial Advisors first reported a position in SHOP in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 1,350 funds tracked by Wall St. Rank hold SHOP as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Shopify position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 50 Shopify shares in Q4 2021, an estimated $7K.
  • Cahill Financial Advisors first reported a position in Shopify in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Shopify position peaked at $7K in Q3 2021.
  • 1,350 funds tracked by Wall St. Rank held Shopify as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.