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Dixon Hughes Goodman Wealth Advisors’s Shopify SHOP Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$51K Hold
760
– – 0.01% 308
2021
Q4 		$105K Buy
+760
New +$111K 0.03% 203

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SHOP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Shopify (SHOP) position steady in Q1 2022 at 760 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #308.

Dixon Hughes Goodman Wealth Advisors first reported a position in SHOP in Q4 2021 and has held it in 2 quarters since. The position peaked at $105K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 760 shares of Shopify worth $51K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Shopify share count unchanged in Q1 2022.
  • Shopify made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #308 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Shopify in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Shopify position peaked at $105K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.