HFA
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Hoover Financial Advisors’s Shopify SHOP Stock Holding History

Hoover Financial 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
2021
Q2 		$18K Hold
120
– – ﹤0.01% 408
2021
Q1 		$13K Hold
120
– – ﹤0.01% 406
2020
Q4 		$14K Buy
+120
New +$12.6K ﹤0.01% 379
2020
Q3 		– Sell
-120
Closed -$11K – 415
2020
Q2 		$11K Buy
+120
New +$8.33K ﹤0.01% 339

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 $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hoover Financial Advisors's SHOP Position: Q2 2021 in Review

Hoover Financial Advisors held its Shopify (SHOP) position steady in Q2 2021 at 120 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Hoover Financial Advisors first reported a position in SHOP in Q2 2020 and has held it in 4 quarters since. 1,209 funds tracked by Wall St. Rank hold SHOP as of Q2 2021.

  • Hoover Financial Advisors held 120 shares of Shopify worth $18K as of Q2 2021.
  • Hoover Financial Advisors left its Shopify share count unchanged in Q2 2021.
  • Shopify made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #408 holding.
  • Hoover Financial Advisors first reported a position in Shopify in Q2 2020 and has held it in 4 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Shopify as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.