JOYN Advisors’s Shopify SHOP Stock Holding History

JOYN 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
2019 Q1	–	Sell	-4,000	Closed	-$55K	–	1177
2018 Q4	$55K	Hold	4,000	–	–	0.01%	316
2018 Q3	$66K	Sell	4,000 -140	-3%	-$2.13K	0.01%	321
2018 Q2	$60K	Buy	+4,140	New	+$58.6K	0.01%	348

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JOYN Advisors's SHOP Position: Q1 2019 in Review

JOYN Advisors sold out of Shopify (SHOP) in Q1 2019, closing a stake of 4,000 shares — an estimated $55K sold.

JOYN Advisors first reported a position in SHOP in Q2 2018 and held it in 3 quarters. The position peaked at $66K in Q3 2018. 460 funds tracked by Wall St. Rank hold SHOP as of Q1 2019.

JOYN Advisors reported no remaining Shopify position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 4,000 Shopify shares in Q1 2019, an estimated $55K.
JOYN Advisors first reported a position in Shopify in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Shopify position peaked at $66K in Q3 2018.
460 funds tracked by Wall St. Rank held Shopify as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.