Elmwood Wealth Management’s Shopify SHOP Stock Holding History

Elmwood Wealth Management’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	-500	Closed	-$69K	–	288
2021 Q4	$69K	Buy	+500	New	+$73.1K	0.03%	173
2021 Q2	$73K	Hold	500	–	–	0.04%	150
2021 Q1	$55K	Buy	+500	New	+$60.4K	0.03%	161
2020 Q2	–	Sell	-50,000	Closed	-$623K	–	326
2020 Q1	$623K	Buy	+50,000	New	+$2.25M	0.6%	62
2019 Q1	–	Sell	-250,000	Closed	-$3.46M	–	297
2018 Q4	$3.46M	Hold	250,000	–	–	3.34%	4
2018 Q3	$4.11M	Buy	250,000 +100,000	+67%	+$1.52M	3.41%	2
2018 Q2	$2.19M	Buy	150,000 +100,000	+200%	+$1.42M	1.99%	9
2018 Q1	$623K	Buy	+50,000	New	+$647K	0.6%	62

Other funds holding SHOP

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

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Elmwood Wealth Management's SHOP Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Shopify (SHOP) in Q1 2022, closing a stake of 500 shares — an estimated $69K sold.

Elmwood Wealth Management first reported a position in SHOP in Q1 2018 and held it in 8 quarters. The position peaked at $4.11M in Q3 2018. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

Elmwood Wealth Management reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 Shopify shares in Q1 2022, an estimated $69K.
Elmwood Wealth Management first reported a position in Shopify in Q1 2018 and held it in 8 quarters.
Elmwood Wealth Management's Shopify position peaked at $4.11M in Q3 2018.
1,148 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.