HA
SHOP icon

Herold Advisors’s Shopify SHOP Stock Holding History

Herold 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
Q2 		– Sell
-30
Closed -$2.03K – 584
2022
Q1 		$2.03K Buy
+30
New +$2.46K ﹤0.01% 708
2021
Q4 		– Sell
-30
Closed -$4K – 562
2021
Q3 		$4K Buy
+30
New +$4.5K ﹤0.01% 679

Other funds holding SHOP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Herold Advisors's SHOP Position: Q2 2022 in Review

Herold Advisors sold out of Shopify (SHOP) in Q2 2022, closing a stake of 30 shares — an estimated $2.03K sold.

Herold Advisors first reported a position in SHOP in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Herold Advisors reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 30 Shopify shares in Q2 2022, an estimated $2.03K.
  • Herold Advisors first reported a position in Shopify in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Shopify position peaked at $4K in Q3 2021.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.