IP
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Investment Partners’s Shopify SHOP Stock Holding History

Investment 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
2022
Q2 		– Sell
-3,840
Closed -$260K – 160
2022
Q1 		$260K Buy
3,840
+1,860
+94% +$153K 0.11% 139
2021
Q4 		$273K Buy
+1,980
New +$289K 0.11% 143

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Investment Partners's SHOP Position: Q2 2022 in Review

Investment Partners sold out of Shopify (SHOP) in Q2 2022, closing a stake of 3,840 shares — an estimated $260K sold.

Investment Partners first reported a position in SHOP in Q4 2021 and held it in 2 quarters. The position peaked at $273K in Q4 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Investment Partners reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Investment Partners sold 3,840 Shopify shares in Q2 2022, an estimated $260K.
  • Investment Partners first reported a position in Shopify in Q4 2021 and held it in 2 quarters.
  • Investment Partners's Shopify position peaked at $273K in Q4 2021.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Investment Partners's 13F filing for Q2 2022, filed 5 Aug 2022.