KWM
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Kolinsky Wealth Management’s Shopify SHOP Stock Holding History

Kolinsky Wealth Management’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
-3,130
Closed -$431K – 163
2021
Q4 		$431K Buy
+3,130
New +$457K 0.4% 48

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Kolinsky Wealth Management's SHOP Position: Q1 2022 in Review

Kolinsky Wealth Management sold out of Shopify (SHOP) in Q1 2022, closing a stake of 3,130 shares — an estimated $431K sold.

Kolinsky Wealth Management first reported a position in SHOP in Q4 2021 and held it in 1 quarter. The position peaked at $431K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Kolinsky Wealth Management reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Kolinsky Wealth Management sold 3,130 Shopify shares in Q1 2022, an estimated $431K.
  • Kolinsky Wealth Management first reported a position in Shopify in Q4 2021 and held it in 1 quarter.
  • Kolinsky Wealth Management's Shopify position peaked at $431K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Kolinsky Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.