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High Net Worth Advisory Group’s Shopify SHOP Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-700
Closed -$24.3K – 509
2022
Q4 		$24.3K Hold
700
– – 0.01% 413
2022
Q3 		$19K Hold
700
– – 0.01% 461
2022
Q2 		$22K Hold
700
– – 0.01% 437
2022
Q1 		$47K Hold
700
– – 0.02% 346
2021
Q4 		$97K Buy
+700
New +$102K 0.03% 259

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

High Net Worth Advisory Group's SHOP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Shopify (SHOP) in Q1 2023, closing a stake of 700 shares — an estimated $24.3K sold.

High Net Worth Advisory Group first reported a position in SHOP in Q4 2021 and held it in 5 quarters. The position peaked at $97K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold SHOP as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Shopify position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 700 Shopify shares in Q1 2023, an estimated $24.3K.
  • High Net Worth Advisory Group first reported a position in Shopify in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Shopify position peaked at $97K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Shopify as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.