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Engrave Wealth Partners’s Shopify SHOP Stock Holding History

Engrave 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
2020
Q3 		– Sell
-490
Closed -$46K – 364
2020
Q2 		$46K Buy
490
+240
+96% +$16.7K 0.04% 118
2020
Q1 		$10K Buy
250
+130
+108% +$5.86K 0.01% 212
2019
Q4 		$4K Buy
+120
New +$4.06K ﹤0.01% 375

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
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 $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Engrave Wealth Partners's SHOP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Shopify (SHOP) in Q3 2020, closing a stake of 490 shares — an estimated $46K sold.

Engrave Wealth Partners first reported a position in SHOP in Q4 2019 and held it in 3 quarters. The position peaked at $46K in Q2 2020. 943 funds tracked by Wall St. Rank hold SHOP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Shopify position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 490 Shopify shares in Q3 2020, an estimated $46K.
  • Engrave Wealth Partners first reported a position in Shopify in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Shopify position peaked at $46K in Q2 2020.
  • 943 funds tracked by Wall St. Rank held Shopify as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.