FourThought Financial’s Shopify SHOP Stock Holding History

FourThought Financial’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 Q3	$15K	Sell	545 -85	-13%	-$2.89K	﹤0.01%	937
2022 Q2	$20K	Buy	+630	New	+$26.9K	﹤0.01%	877
2022 Q1	–	Sell	-410	Closed	-$56K	–	1557
2021 Q4	$56K	Hold	410	–	–	0.01%	632
2021 Q3	$55K	Hold	410	–	–	0.01%	664
2021 Q2	$59K	Buy	410 +10	+3%	+$1.23K	0.01%	654
2021 Q1	$44K	Hold	400	–	–	0.01%	721
2020 Q4	$45K	Buy	+400	New	+$42K	0.01%	688

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

FourThought Financial's SHOP Position: Q3 2022 in Review

FourThought Financial reduced its Shopify (SHOP) stake by 13% in Q3 2022, selling an estimated $2.89K and leaving 545 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

FourThought Financial first reported a position in SHOP in Q4 2020 and has held it in 7 quarters since. The position peaked at $59K in Q2 2021. 884 funds tracked by Wall St. Rank hold SHOP as of Q3 2022.

FourThought Financial held 545 shares of Shopify worth $15K as of Q3 2022.
FourThought Financial sold 85 Shopify shares in Q3 2022, an estimated $2.89K.
Shopify made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #937 holding.
FourThought Financial first reported a position in Shopify in Q4 2020 and has held it in 7 quarters since.
FourThought Financial's Shopify position peaked at $59K in Q2 2021.
884 funds tracked by Wall St. Rank held Shopify as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.