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IAG Wealth Partners’s Shopify SHOP Stock Holding History

IAG Wealth Partners’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
Q2 		– Sell
-230
Closed -$11K – 485
2023
Q1 		$11K Buy
230
+100
+77% +$4.4K ﹤0.01% 301
2022
Q4 		$4.51K Hold
130
– – ﹤0.01% 371
2022
Q3 		$4K Hold
130
– – ﹤0.01% 367
2022
Q2 		$4K Sell
130
-200
-61% -$8.54K ﹤0.01% 356
2022
Q1 		$22K Buy
330
+200
+154% +$16.4K 0.01% 214
2021
Q4 		$18K Buy
+130
New +$19K 0.01% 236

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

IAG Wealth Partners's SHOP Position: Q2 2023 in Review

IAG Wealth Partners sold out of Shopify (SHOP) in Q2 2023, closing a stake of 230 shares — an estimated $11K sold.

IAG Wealth Partners first reported a position in SHOP in Q4 2021 and held it in 6 quarters. The position peaked at $22K in Q1 2022. 1,125 funds tracked by Wall St. Rank hold SHOP as of Q2 2023.

  • IAG Wealth Partners reported no remaining Shopify position as of Q2 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 230 Shopify shares in Q2 2023, an estimated $11K.
  • IAG Wealth Partners first reported a position in Shopify in Q4 2021 and held it in 6 quarters.
  • IAG Wealth Partners's Shopify position peaked at $22K in Q1 2022.
  • 1,125 funds tracked by Wall St. Rank held Shopify as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.