Domani Wealth’s Shopify SHOP Stock Holding History

Domani Wealth’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	-12,027	Closed	-$417K	–	121
2022 Q4	$417K	Buy	+12,027	New	+$411K	0.1%	82

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

Domani Wealth's SHOP Position: Q1 2023 in Review

Domani Wealth sold out of Shopify (SHOP) in Q1 2023, closing a stake of 12,027 shares — an estimated $417K sold.

Domani Wealth first reported a position in SHOP in Q4 2022 and held it in 1 quarter. The position peaked at $417K in Q4 2022. 1,026 funds tracked by Wall St. Rank hold SHOP as of Q1 2023.

Domani Wealth reported no remaining Shopify position as of Q1 2023 after selling out during the quarter.
Domani Wealth sold 12,027 Shopify shares in Q1 2023, an estimated $417K.
Domani Wealth first reported a position in Shopify in Q4 2022 and held it in 1 quarter.
Domani Wealth's Shopify position peaked at $417K in Q4 2022.
1,026 funds tracked by Wall St. Rank held Shopify as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.