Lenox Wealth Advisors’s Shopify SHOP Stock Holding History

Lenox Wealth 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 Q1	$13K	Buy	220 +170	+340%	+$14K	﹤0.01%	444
2021 Q4	$7K	Hold	50	–	–	﹤0.01%	560
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	520
2021 Q2	$7K	Hold	50	–	–	﹤0.01%	516
2021 Q1	$6K	Sell	50 -40	-44%	-$4.83K	﹤0.01%	480
2020 Q4	$10K	Hold	90	–	–	﹤0.01%	430
2020 Q3	$9K	Sell	90 -250	-74%	-$24.9K	﹤0.01%	389
2020 Q2	$32K	Buy	340 +250	+278%	+$17.4K	0.01%	215
2020 Q1	$4K	Buy	90 +40	+80%	+$1.8K	﹤0.01%	460
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	623
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	525
2019 Q2	$2K	Buy	+50	New	+$1.3K	﹤0.01%	364

Other funds holding SHOP

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lenox Wealth Advisors's SHOP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Shopify (SHOP) stake by 340% in Q1 2022, buying an estimated $14K and bringing the position to 220 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Lenox Wealth Advisors first reported a position in SHOP in Q2 2019 and has held it in 12 quarters since. The position peaked at $32K in Q2 2020. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

Lenox Wealth Advisors held 220 shares of Shopify worth $13K as of Q1 2022.
Lenox Wealth Advisors bought 170 Shopify shares in Q1 2022, an estimated $14K.
Shopify made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #444 holding.
Lenox Wealth Advisors first reported a position in Shopify in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's Shopify position peaked at $32K in Q2 2020.
1,148 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.