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Lake Hills Wealth Management’s Shopify SHOP Stock Holding History

Lake Hills 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
2024
Q1 		– Sell
-5,303
Closed -$413K – 56
2023
Q4 		$413K Buy
5,303
+18
+0.3% +$1.15K 0.41% 28
2023
Q3 		$288K Hold
5,285
– – 0.29% 29
2023
Q2 		$341K Buy
+5,285
New +$299K 0.37% 33
2022
Q2 		– Sell
-7,210
Closed -$487K – 35
2022
Q1 		$487K Sell
7,210
-1,260
-15% -$103K 0.35% 29
2021
Q4 		$1.17M Buy
+8,470
New +$1.24M 0.82% 24

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lake Hills Wealth Management's SHOP Position: Q1 2024 in Review

Lake Hills Wealth Management sold out of Shopify (SHOP) in Q1 2024, closing a stake of 5,303 shares — an estimated $413K sold.

Lake Hills Wealth Management first reported a position in SHOP in Q4 2021 and held it in 5 quarters. The position peaked at $1.17M in Q4 2021. 1,224 funds tracked by Wall St. Rank hold SHOP as of Q1 2024.

  • Lake Hills Wealth Management reported no remaining Shopify position as of Q1 2024 after selling out during the quarter.
  • Lake Hills Wealth Management sold 5,303 Shopify shares in Q1 2024, an estimated $413K.
  • Lake Hills Wealth Management first reported a position in Shopify in Q4 2021 and held it in 5 quarters.
  • Lake Hills Wealth Management's Shopify position peaked at $1.17M in Q4 2021.
  • 1,224 funds tracked by Wall St. Rank held Shopify as of Q1 2024.

Based on Lake Hills Wealth Management's 13F filing for Q1 2024, filed 5 Apr 2024.