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Kingsbury Capital Investment Advisors’s Shopify SHOP Stock Holding History

Kingsbury Capital Investment 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
2022
Q2 		– Sell
-5,220
Closed -$353K – 103
2022
Q1 		$353K Buy
+5,220
New +$429K 0.39% 49

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
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 $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 $846B AUM 46.74% 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

Kingsbury Capital Investment Advisors's SHOP Position: Q2 2022 in Review

Kingsbury Capital Investment Advisors sold out of Shopify (SHOP) in Q2 2022, closing a stake of 5,220 shares — an estimated $353K sold.

Kingsbury Capital Investment Advisors first reported a position in SHOP in Q1 2022 and held it in 1 quarter. The position peaked at $353K in Q1 2022. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Kingsbury Capital Investment Advisors reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Kingsbury Capital Investment Advisors sold 5,220 Shopify shares in Q2 2022, an estimated $353K.
  • Kingsbury Capital Investment Advisors first reported a position in Shopify in Q1 2022 and held it in 1 quarter.
  • Kingsbury Capital Investment Advisors's Shopify position peaked at $353K in Q1 2022.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.