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Clear Perspective Advisors’s Shopify SHOP Stock Holding History

Clear Perspective 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
2020
Q2 		– Sell
-5,600
Closed -$233K – 126
2020
Q1 		$233K Buy
5,600
+560
+11% +$25.2K 0.16% 101
2019
Q4 		$200K Buy
+5,040
New +$170K 0.12% 132

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Clear Perspective Advisors's SHOP Position: Q2 2020 in Review

Clear Perspective Advisors sold out of Shopify (SHOP) in Q2 2020, closing a stake of 5,600 shares — an estimated $233K sold.

Clear Perspective Advisors first reported a position in SHOP in Q4 2019 and held it in 2 quarters. The position peaked at $233K in Q1 2020. 879 funds tracked by Wall St. Rank hold SHOP as of Q2 2020.

  • Clear Perspective Advisors reported no remaining Shopify position as of Q2 2020 after selling out during the quarter.
  • Clear Perspective Advisors sold 5,600 Shopify shares in Q2 2020, an estimated $233K.
  • Clear Perspective Advisors first reported a position in Shopify in Q4 2019 and held it in 2 quarters.
  • Clear Perspective Advisors's Shopify position peaked at $233K in Q1 2020.
  • 879 funds tracked by Wall St. Rank held Shopify as of Q2 2020.

Based on Clear Perspective Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.