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Gofen & Glossberg’s Shopify SHOP Stock Holding History

Gofen & Glossberg’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
-2,560
Closed -$353K – 635
2021
Q4 		$353K Buy
2,560
+60
+2% +$8.77K 0.01% 416
2021
Q3 		$339K Buy
+2,500
New +$375K 0.01% 411

Other funds holding SHOP

Morgan Stanley
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
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

Gofen & Glossberg's SHOP Position: Q1 2022 in Review

Gofen & Glossberg sold out of Shopify (SHOP) in Q1 2022, closing a stake of 2,560 shares — an estimated $353K sold.

Gofen & Glossberg first reported a position in SHOP in Q3 2021 and held it in 2 quarters. The position peaked at $353K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Gofen & Glossberg reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 2,560 Shopify shares in Q1 2022, an estimated $353K.
  • Gofen & Glossberg first reported a position in Shopify in Q3 2021 and held it in 2 quarters.
  • Gofen & Glossberg's Shopify position peaked at $353K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Gofen & Glossberg's 13F filing for Q1 2022, filed 14 Apr 2022.