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

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

Baillie Gifford & Co

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 $733B AUM 35.63% 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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return