Foster Victor Wealth Advisors’s Shopify SHOP Stock Holding History

Foster Victor 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	–	Sell	-2,500	Closed	-$292K	–	151
2021 Q4	$292K	Hold	2,500	–	–	0.04%	118
2021 Q3	$339K	Sell	2,500 -4,000	-62%	-$599K	0.05%	111
2021 Q2	$950K	Hold	6,500	–	–	0.16%	88
2021 Q1	$807K	Sell	6,500 -4,000	-38%	-$483K	0.15%	92
2020 Q4	$1.19M	Sell	10,500 -1,000	-9%	-$105K	0.27%	79
2020 Q3	$1.18M	Sell	11,500 -1,500	-12%	-$149K	0.32%	64
2020 Q2	$1.23M	Hold	13,000	–	–	0.41%	58
2020 Q1	$761K	Buy	13,000 +10,000	+333%	+$451K	0.33%	63
2019 Q4	$125K	Hold	3,000	–	–	0.05%	107
2019 Q3	$98K	Buy	3,000 +1,000	+50%	+$34.2K	0.05%	92
2019 Q2	$64K	Buy	+2,000	New	+$52.1K	0.05%	97

Other funds holding SHOP

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 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