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Capasso Planning Partners’s Shopify SHOP Stock Holding History

Capasso Planning 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
Q1 		– Sell
-1,610
Closed -$222K – 95
2021
Q4 		$222K Buy
+1,610
New +$235K 0.16% 74

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Fidelity Investments
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Sands Capital Management
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WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capasso Planning Partners's SHOP Position: Q1 2022 in Review

Capasso Planning Partners sold out of Shopify (SHOP) in Q1 2022, closing a stake of 1,610 shares — an estimated $222K sold.

Capasso Planning Partners first reported a position in SHOP in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Capasso Planning Partners reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 1,610 Shopify shares in Q1 2022, an estimated $222K.
  • Capasso Planning Partners first reported a position in Shopify in Q4 2021 and held it in 1 quarter.
  • Capasso Planning Partners's Shopify position peaked at $222K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Capasso Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.