Core Wealth Partners’s Shopify SHOP Stock Holding History

Core Wealth 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
2023 Q1	–	Sell	-2,520	Closed	-$350K	–	132
2022 Q4	$350K	Buy	+2,520	New	+$86K	0.39%	64

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Core Wealth Partners's SHOP Position: Q1 2023 in Review

Core Wealth Partners sold out of Shopify (SHOP) in Q1 2023, closing a stake of 2,520 shares — an estimated $350K sold.

Core Wealth Partners first reported a position in SHOP in Q4 2022 and held it in 1 quarter. The position peaked at $350K in Q4 2022. 1,025 funds tracked by Wall St. Rank hold SHOP as of Q1 2023.

Core Wealth Partners reported no remaining Shopify position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 2,520 Shopify shares in Q1 2023, an estimated $350K.
Core Wealth Partners first reported a position in Shopify in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's Shopify position peaked at $350K in Q4 2022.
1,025 funds tracked by Wall St. Rank held Shopify as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.