LWP
SHOP icon

Lumature Wealth Partners’s Shopify SHOP Stock Holding History

Lumature Wealth Partners’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
2023
Q1 		– Sell
-40
Closed -$1.39K – 416
2022
Q4 		$1.39K Sell
40
-6
-13% -$205 ﹤0.01% 370
2022
Q3 		$1K Sell
46
-4
-8% -$136 ﹤0.01% 383
2022
Q2 		$2K Sell
50
-650
-93% -$27.8K ﹤0.01% 384
2022
Q1 		$47K Buy
700
+120
+21% +$9.85K 0.02% 260
2021
Q4 		$80K Hold
580
– – 0.03% 199
2021
Q3 		$79K Hold
580
– – 0.03% 200
2021
Q2 		$85K Sell
580
-10
-2% -$1.23K 0.04% 190
2021
Q1 		$65K Buy
+590
New +$71.3K 0.03% 204

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lumature Wealth Partners's SHOP Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Shopify (SHOP) in Q1 2023, closing a stake of 40 shares — an estimated $1.39K sold.

Lumature Wealth Partners first reported a position in SHOP in Q1 2021 and held it in 8 quarters. The position peaked at $85K in Q2 2021. 1,026 funds tracked by Wall St. Rank hold SHOP as of Q1 2023.

  • Lumature Wealth Partners reported no remaining Shopify position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 40 Shopify shares in Q1 2023, an estimated $1.39K.
  • Lumature Wealth Partners first reported a position in Shopify in Q1 2021 and held it in 8 quarters.
  • Lumature Wealth Partners's Shopify position peaked at $85K in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Shopify as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.