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Lighthouse Financial Advisors’s Shopify SHOP Stock Holding History

Lighthouse Financial 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
2021
Q1 		$4.08M Buy
36,840
+3,360
+10% +$406K 1.23% 12
2020
Q4 		$3.79M Buy
33,480
+2,710
+9% +$284K 1.28% 13
2020
Q3 		$3.15M Sell
30,770
-5,020
-14% -$499K 1.2% 16
2020
Q2 		$3.3M Sell
35,790
-40
-0.1% -$2.78K 1.39% 13
2020
Q1 		$1.49M Sell
35,830
-1,250
-3% -$56.3K 0.91% 40
2019
Q4 		$1.47M Buy
+37,080
New +$1.25M 0.69% 46

Other funds holding SHOP

Morgan Stanley
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 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Lighthouse Financial Advisors's SHOP Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Shopify (SHOP) stake by 10% in Q1 2021, buying an estimated $406K and bringing the position to 36,840 shares worth $4.08M. The position accounts for 1.23% of the portfolio, ranked #12.

Lighthouse Financial Advisors first reported a position in SHOP in Q4 2019 and has held it in 6 quarters since. 1,153 funds tracked by Wall St. Rank hold SHOP as of Q1 2021.

  • Lighthouse Financial Advisors held 36,840 shares of Shopify worth $4.08M as of Q1 2021.
  • Lighthouse Financial Advisors bought 3,360 Shopify shares in Q1 2021, an estimated $406K.
  • Shopify made up 1.23% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #12 holding.
  • Lighthouse Financial Advisors first reported a position in Shopify in Q4 2019 and has held it in 6 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Shopify as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.