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Investmark Advisory Group’s Shopify SHOP Stock Holding History

Investmark 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
2022
Q1 		– Sell
-1,200
Closed -$165K – 310
2021
Q4 		$165K Buy
+1,200
New +$175K 0.15% 98

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 $97.9B AUM 20.73% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Investmark Advisory Group's SHOP Position: Q1 2022 in Review

Investmark Advisory Group sold out of Shopify (SHOP) in Q1 2022, closing a stake of 1,200 shares — an estimated $165K sold.

Investmark Advisory Group first reported a position in SHOP in Q4 2021 and held it in 1 quarter. The position peaked at $165K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Investmark Advisory Group reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,200 Shopify shares in Q1 2022, an estimated $165K.
  • Investmark Advisory Group first reported a position in Shopify in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Shopify position peaked at $165K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.