Harvest Group Wealth Management’s Shopify SHOP Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-500	Closed	-$57K	–	596
2020 Q4	$57K	Sell	500 -50	-9%	-$5.25K	0.03%	101
2020 Q3	$56K	Sell	550 -280	-34%	-$27.8K	0.04%	89
2020 Q2	$78K	Hold	830	–	–	0.07%	62
2020 Q1	$34K	Hold	830	–	–	0.03%	95
2019 Q4	$32K	Hold	830	–	–	0.03%	109
2019 Q3	$26K	Hold	830	–	–	0.03%	132
2019 Q2	$24K	Buy	830 +100	+14%	+$2.6K	0.03%	139
2019 Q1	$15K	Buy	+730	New	+$12.9K	0.01%	190

Other funds holding SHOP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Harvest Group Wealth Management's SHOP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Shopify (SHOP) in Q1 2021, closing a stake of 500 shares — an estimated $57K sold.

Harvest Group Wealth Management first reported a position in SHOP in Q1 2019 and held it in 8 quarters. The position peaked at $78K in Q2 2020. 1,154 funds tracked by Wall St. Rank hold SHOP as of Q1 2021.

Harvest Group Wealth Management reported no remaining Shopify position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 500 Shopify shares in Q1 2021, an estimated $57K.
Harvest Group Wealth Management first reported a position in Shopify in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Shopify position peaked at $78K in Q2 2020.
1,154 funds tracked by Wall St. Rank held Shopify as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.