Lake Point Wealth Management’s Shopify SHOP Stock Holding History

Lake Point 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 Q2	$5K	Hold	170	–	–	﹤0.01%	236
2022 Q1	$11K	Hold	170	–	–	0.01%	154
2021 Q4	$23K	Buy	170 +50	+42%	+$7.31K	0.01%	112
2021 Q3	$16K	Hold	120	–	–	0.01%	126
2021 Q2	$18K	Buy	+120	New	+$14.8K	0.01%	131
2020 Q1	$17K	Hold	400	–	–	0.02%	86
2019 Q4	$16K	Buy	+400	New	+$13.5K	0.01%	229
2019 Q2	$12K	Hold	400	–	–	﹤0.01%	302
2019 Q1	$12K	Hold	400	–	–	﹤0.01%	302
2018 Q4	$6K	Buy	+400	New	+$5.63K	﹤0.01%	532

Other funds holding SHOP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Lake Point Wealth Management's SHOP Position: Q2 2022 in Review

Lake Point Wealth Management held its Shopify (SHOP) position steady in Q2 2022 at 170 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Lake Point Wealth Management first reported a position in SHOP in Q4 2018 and has held it in 10 quarters since. The position peaked at $23K in Q4 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

Lake Point Wealth Management held 170 shares of Shopify worth $5K as of Q2 2022.
Lake Point Wealth Management left its Shopify share count unchanged in Q2 2022.
Shopify made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #236 holding.
Lake Point Wealth Management first reported a position in Shopify in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Shopify position peaked at $23K in Q4 2021.
965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.