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	–	1170
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	–	965
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 $1.66T 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

Jennison Associates

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

Capital World Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors

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

WCM Investment Management

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

Sands Capital Management

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