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First Personal Financial Services’s Shopify SHOP Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-180
Closed -$5K – 721
2019
Q2 		$5K Hold
180
– – ﹤0.01% 598
2019
Q1 		$4K Hold
180
– – ﹤0.01% 624
2018
Q4 		$2K Hold
180
– – ﹤0.01% 628
2018
Q3 		$3K Buy
+180
New +$2.74K ﹤0.01% 647

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

First Personal Financial Services's SHOP Position: Q3 2019 in Review

First Personal Financial Services sold out of Shopify (SHOP) in Q3 2019, closing a stake of 180 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in SHOP in Q3 2018 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 531 funds tracked by Wall St. Rank hold SHOP as of Q3 2019.

  • First Personal Financial Services reported no remaining Shopify position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 180 Shopify shares in Q3 2019, an estimated $5K.
  • First Personal Financial Services first reported a position in Shopify in Q3 2018 and held it in 4 quarters.
  • First Personal Financial Services's Shopify position peaked at $5K in Q2 2019.
  • 531 funds tracked by Wall St. Rank held Shopify as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.