Liberty Wealth Management’s Shopify SHOP Stock Holding History

Liberty 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
2021 Q4	–	Sell	-580	Closed	-$79K	–	937
2021 Q3	$79K	Buy	+580	New	+$86.9K	0.03%	334
2021 Q2	–	Sell	-100	Closed	-$11K	–	1169
2021 Q1	$11K	Hold	100	–	–	0.01%	580
2020 Q4	$11K	Buy	+100	New	+$10.5K	0.01%	575
2020 Q3	–	Sell	-120	Closed	-$11K	–	948
2020 Q2	$11K	Sell	120 -20	-14%	-$1.39K	0.01%	477
2020 Q1	$6K	Sell	140 -80	-36%	-$3.61K	0.01%	556
2019 Q4	$9K	Buy	+220	New	+$7.44K	0.01%	564
2019 Q3	–	Sell	-330	Closed	-$10K	–	964
2019 Q2	$10K	Sell	330 -70	-18%	-$1.82K	0.01%	533
2019 Q1	$8K	Buy	400 +160	+67%	+$2.83K	0.01%	478
2018 Q4	$3K	Buy	+240	New	+$3.38K	﹤0.01%	643

Other funds holding SHOP

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

Liberty Wealth Management's SHOP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Shopify (SHOP) in Q4 2021, closing a stake of 580 shares — an estimated $79K sold.

Liberty Wealth Management first reported a position in SHOP in Q4 2018 and held it in 9 quarters. The position peaked at $79K in Q3 2021. 1,349 funds tracked by Wall St. Rank hold SHOP as of Q4 2021.

Liberty Wealth Management reported no remaining Shopify position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 580 Shopify shares in Q4 2021, an estimated $79K.
Liberty Wealth Management first reported a position in Shopify in Q4 2018 and held it in 9 quarters.
Liberty Wealth Management's Shopify position peaked at $79K in Q3 2021.
1,349 funds tracked by Wall St. Rank held Shopify as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.