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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Shopify SHOP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$414K Buy
3,660
+1,000
+38% +$105K 0.1% 69
2020
Q3 		$272K Buy
+2,660
New +$264K 0.08% 77

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 $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $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 $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SHOP Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its Shopify (SHOP) stake by 38% in Q4 2020, buying an estimated $105K and bringing the position to 3,660 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #69.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SHOP in Q3 2020 and has held it in 2 quarters since. 1,127 funds tracked by Wall St. Rank hold SHOP as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 3,660 shares of Shopify worth $414K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 1,000 Shopify shares in Q4 2020, an estimated $105K.
  • Shopify made up 0.1% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #69 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Shopify in Q3 2020 and has held it in 2 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Shopify as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.